Edward Jones - Financial Advisor: Kelly R Wilson, CFP®|ChFC®|AAMS®
5.04 reviews
Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Kelly R Wilson, CFP®|ChFC®|AAMS®
660 North College St, Auburn, AL
36830, United States
Hours
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- AFAmanda FarrisFeb 12, 20215.0Kelly is the best in her arena! She is truly passionate about helping others find the best individualized solution. Her genuineness combined with her expertise in her field and lovely personality are rare to find and a reason for her continued success. My husband and I both love working with her!
- CPCarla PriceFeb 11, 20215.0Kelly has grown my hard earned money into a legacy I can leave my family and enjoy in my retirement. She convinced me to have a retirement! I love her!!!
- KKKelly KuzioJul 30, 20205.0Kelly Wilson is professional, honest and trustworthy. She is always willing to take time to speak to me about any financial situation, even if there is no benefit for herself. She has helped me in numerous situations and gave me solid information required to help me through these scenarios. I feel confident as she guides me in my financial decisions which affect me in the present and for future retirement plans. I have recommended her to out of state family members as well as several in state family and friends. I’m so glad I found her and she is working along side of me.
- BMBetsy MillerJun 9, 20205.0Kelly is top notch. She takes a true interest in her clients future, as it should be.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly R Wilson, CFP®|ChFC®|AAMS®
What are the main services offered by Edward Jones - Financial Advisor: Kelly R Wilson, CFP®|ChFC®|AAMS®?
The advisor offers personalized investment services including retirement planning, education savings, stocks & bonds, and tax-efficient investment strategies, providing tailored financial advice through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Kelly R Wilson, CFP®|ChFC®|AAMS®?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Kelly R Wilson at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/kelly-r-wilson/contact/ or by emailing kelly.r.wilson@edwardjones.com.
Where is Edward Jones - Financial Advisor: Kelly R Wilson located?
The office is located at 660 North College St, Suite B, Auburn, AL 36830, United States.
Is Edward Jones - Financial Advisor: Kelly R Wilson affiliated with any professional organizations or certifications?
Kelly R Wilson holds CFP®, ChFC®, and AAMS® certifications indicating expertise in financial planning and investment management.
What languages does Edward Jones - Financial Advisor: Kelly R Wilson support?
Services are provided in English.
Which nearby legal services could be useful if I need additional financial or legal advice around this area?
Nearby legal services include Cooper and Cooper Attorneys at Law and Cooper Andrew D, who specialize in legal services and criminal defense law, respectively.
Are there any notable educational institutions near Edward Jones' Auburn office?
Close to the office are Auburn University International Students and Scholars, Auburn University Department of Agricultural Economics & Rural Sociology, and Auburn University Psychological Services Center, which might be relevant for clients connected with these institutions.
What nearby amenities could I visit before or after my appointment at Edward Jones?
Nearby amenities include Ursula's Catering if you're looking for food, J+Co Hair Auburn for beauty services, and Rising Gardens LLC. for fresh produce at the farmers market.
How can I contact Edward Jones - Financial Advisor: Kelly R Wilson via phone or social media?
You can call at +1 334-501-8538 or follow on Twitter @EdwardJones and Facebook at https://www.facebook.com/1481037172135791 for updates and contact.