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Edward Jones - 8 Reviews - 2905 San Gabriel St Ste 208, Austin, TX - Retirement Planning Consultants Reviews - Phone (512) 593-7566

Edward Jones

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2905 San Gabriel St Ste 208
Austin, TX 78705
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(512) 593-7566
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Edward Jones - Austin, TX
Edward Jones - Austin, TX
Edward Jones - Austin, TX
Edward Jones - Austin, TX
Edward Jones - Austin, TX
Edward Jones - Austin, TX
Edward Jones - Austin, TX
Edward Jones - Austin, TX
Edward Jones - Austin, TX

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Reviews

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Best

Kelly Mahmoud is an exceptional financial expert who my husband and I highly recommend! She understood that we were not familiar with the basics of financial planning, so she too...

Worst

All reviews seem positive

Exceptional Financial Advisor! Kelly Mahmoud 1/28/2011

Kelly Mahmoud is an exceptional financial expert who my husband and I highly recommend! She understood that we were not familiar with the basics of financial planning, so she took the time to provide us with the fundamentals of investing. We discussed our short term / long term goals, and then Kelly provided an overall assessment of where we were today and what it would take to achieve our goals. As a result, my husband and I felt more educated and confident in determining the best financial plan for our family. We trust Kelly 100% and her knowledge/expertise has allowed us to focus on our families while she focuses on our investments. Kelly is very patient in answering all of our questions and she proactively contacts us to recommend other options as needed. When we moved out of state, Kelly didn?t miss a beat and continued to provide the same excellent service. All of our friends and family who now use Kelly are also very pleased like us! She is dedicated to helping each client achieve milestones he/she never knew would be possible. Kelly has become a wonderful friend and we couldn?t be happier with our investment decisions?thanks to her guidance and expertise! more

GREAT FINANCIAL ADVISOR-KELLY MAHMOUD 3/8/2010

Before moving all of our investments to Kelly, my wife and I did all of the research to identify individual stocks and funds to buy and sell. Now Kelly takes care of investing for our retirement and grand children's education. She is well educated, knowledgeable, and experienced in what she does. She is an excellent communicator. If there is something we need to know, she calls. If we have questions, she answers. Our return has been very satisfactory and she has Edward Jones backing her up. The time I previously spent looking at charts and Value Line, I now spend fishing! I would recommend her with out reservation. Pros: Knowledgeable, experienced, good safe returns Cons: none more

Professional and Knowledgeable 5/13/2009

Kelly Mahmoud is a top-rated financial adviser in Austin. Before my wife and I's first appointment, we were not sure what we wanted as far as retirement and did not know what questions to ask. Kelly was able to lead us through the process and now we not only feel much more educated about financial planning but we feel like we can finally trust someone with our money (and of course Edward Jones has a great name with a great reputation). Kelly is always eager to help even if she is busy throughout the day and we just have a simple question. You can't go wrong here... Pros: Educated,Proactive,Knowledgeable & Professional Cons: none more

Excellent Financial Planner 6/16/2008

My husband and I don't have any interest in following our investments day to day. We implicitly trust Kelly and Edward Jones to do it for us. We highly recommend her to our friends, family and colleagues. more

Great Financial Advisor 1/30/2008

Clear, professional, expert, indispensible!! more

Kelly Mahmoud is a wizard at financial planning and a consummate professional with excellent customer service. 12/6/2007

Kelly is an excellent financial advisor - I can't recommend her highly enough. She is proactive, attentive and always makes me feel like I'm her only client. Her breadth and depth of experience across both personal and corporate finance coupled with her finance degree from the University of Texas makes her an ideal financial planner for my family. I would highly recommend her to anyone who asks. You will be hard-pressed to find a better advisor for your financial needs. Pros: Excellent advice. Superior service. Very convenient location and easy parking. Cons: Building is easy to find, but it takes a bit of looking to find the office/suite itself. more

Kelly Mahmoud is top notch 12/4/2007

Kelly Mahmoud has been very helpful and always attentive to my needs. She always makes time for me and her advice has been top notch and increased my portfolio significantly. I know I am not Kelly?s biggest customer, probably her smallest, but she treats me as if I her only client. Kudos. Pros: Kelly's singular focus on my future Cons: That I don't have more money to give to Kelly to invest :) more

Best financial advice in Central Austin! 12/1/2007

My husband and I have been so happy with Kelly Mahmoud's investment advice and counseling. Our investments continue to grow and she keeps us diversified. She takes all the guesswork out of ensuring that we've saved sufficiently for our kids' college education and our own retirement. She keeps up on all the latest financial news and is a tremendous resource. Kelly's easy to reach and always makes times for her clients; she provides outstanding customer service! I can't recommend her highly enough. Pros: Completely reliable, smart financial advice; Totally customer service driven Cons: The building is easy to find, but the Edward Jones office isn't well-marked more
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Owner Message

  • At Edward Jones, we believe in doing business face to face. We want to get to know your unique financial objectives so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or just acquire extra income to meet monthly expenses, you can expect personalized service and information on investing in quality investments for the long-term.

Editorial

  • Full-service investment firm focuses on in-person consultations, with planning and advice on everything from college savings to retirement to increasing personal income.

  • 10/1/2008 Provided by Citysearch

Additional information

  • Hours:

    Mon-Fri 8am-4:30pm
  • Neighborhoods:

    West University, Central Austin, Northwest Hills
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