Zach Rathbone - Edward Jones

Zach Rathbone - Edward Jones Throughout my life, helping others has been an integral part of who I am. I have been a member of the Kingwood community for over a decade now and this is home.

I chose a career in financial services because I believe I can make a difference in the lives of families in my community. I am passionate about being able to help families and individuals and to empower them to reach their financial goals. This is accomplished by being proactive in our strategies and transparent as true partners with them. At Edward Jones, we strive to make sure clients feel hear

d, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to. Our process is simple and proven: we work to understand what is important to them, we educate them on how to best protect that, and then we partner with them to help achieve their goals. We work together to implement a plan and we maintain a long-term focus on their portfolio to make sure things stay on track. My wife and I regularly walk the greenbelt trails and are passionate about our friends, family and community. Our three boys have already completed over 20 years in Kingwood classrooms and are just getting started in finding their own passions and future. I am bringing the same proven approach that Edward Jones uses with over 7 million serious, long-term investors to our neighborhood. You can call me at 281-881-9657 or email me at [email protected] if you have any questions or to set up a complimentary portfolio review, we can meet in person, by phone or through web conference to fit your schedule. Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.
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Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk...
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Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

Here’s what we offer

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Prepare for the unexpected

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Have you recently changed jobs or careers? It’s time to decide what to do with your 401(k). [EDJ2020]

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These 20 personal finance rules cover everything from savings to taxes.

[EDJ2021]

Following some simple rules (and avoiding common costly mistakes) can put you miles ahead when it comes to saving for retirement.

03/21/2022

I joined Edward Jones to help members of my community reach their financial goals. I look forward to understanding what matters most to you – your personal purpose – and then working together to help build a future that meets your financial goals. Give me a call today.

Address

2218 Northpark Drive Ste 110
Houston, TX
77339

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

Telephone

+12819739584

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