Edward Jones - Financial Advisor: Lance Baxter, CFP®|CEPA® 15331 West Bell Road, Surprise, AZ 85374
About the Business
Edward Jones - Financial Advisor: Lance Baxter, CFP®|CEPA® is a trusted financial institution located at 15331 West Bell Road in Surprise, Arizona, United States. Lance Baxter is a Certified Financial Planner and Certified Exit Planning Advisor dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Lance Baxter and the team at Edward Jones are committed to providing top-notch financial advice and guidance to individuals and families in the Surprise area. Whether you are planning for retirement, saving for your child's education, or navigating the complexities of estate planning, Edward Jones - Financial Advisor: Lance Baxter, CFP®|CEPA® is here to help you every step of the way.
Photos
Location & Phone number
15331 W Bell Rd Suite 320, Surprise, AZ 85374, United States
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Lance is always there for us. Personable and courteous, knows what he's doing, isn't pushy and gives you options to make an informed consent. Would highly recommend"
"I love the TLC and attention we get from Lance at all times. His knowledge and understanding of the markets and his smart moves have made a big difference for us and our portfolio."
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