Edward Jones-Financial Advisor: Lucas Coffey

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Allstate Financial Services, nestled in the heart of Magnolia, TX, stands as a prominent insurance provider with a widespread presence throughout the United States. Their expertise lies in crafting customized insurance solutions, encompassing auto, home, renters, and life policies, meticulously designed to cater to the unique requirements of each client. Beyond insurance, they extend their offerings to encompass a spectrum of financial services, such as retirement planning, investment options, and all-encompassing personal liability protection. Catering to a diverse clientele ranging from individuals to businesses, Allstate distinguishes itself through its dedicated network of local agents who guide policyholders through intricate decisions while delivering personalized care and assistance. Renowned for their unwavering commitment to dependable service, a wide array of offerings, and an expansive national footprint, Allstate Financial Services stands as a beacon of trust and reliability in the realm of insurance and financial solutions. Generated using this brand's available information

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in The Woodlands is here for you, serving Montgomery County and the surrounding areas, including The Woodlands, Conroe, Spring, Kingwood and North Houston. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.