Edward Jones - Financial Advisor: Ian R Cole

5.0
4 reviews

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: Ian R Cole
1342 Auburn Rd, Dacula, GA
30019, United States

Hours

Reviews

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  • DB
    Dawn Burt
    May 2, 2024
    5.0
    I recently had the opportunity to work with Ian Cole, I was greeted with professionalism and a genuine desire to help me achieve my financial goals. One of the aspects that I appreciated about Ian was their personalized approach to financial planning. My advisor took the time to understand my financial situation, my short-term and long-term goals, and my risk tolerance. This allowed them to create a customized investment strategy that aligned with my needs and aspirations. Throughout the process, my advisor demonstrated extensive knowledge and expertise in the field of finance. They were able to explain complex concepts in a clear and concise manner, ensuring that I fully understood the strategies being implemented. This level of transparency and communication put me at ease, knowing that I was in capable hands. In terms of investment performance, I have been pleased with the results achieved under the guidance of Ian While no investment is without risk, my advisor's recommendations have consistently aligned with my risk tolerance and have produced steady growth over time. This has helped me to confidently plan for my future and work towards achieving my financial goals. I highly recommend Ian Cole to anyone seeking professional financial advice and guidance.
  • DW
    Diallo Williams
    Apr 18, 2024
    5.0
    Ian Cole, a financial advisor at Edward Jones, has had a significant impact on my financial journey with his inspiring humility and kindness. His professionalism and punctuality set him apart, ensuring appointments are kept and excellent service is provided. Through his down-to-earth approach and practical advice, Ian helped me create a strategic plan to pay off my credit cards effectively. With his guidance, I have been able to reduce my monthly expenses and set achievable goals for myself, leading me towards a debt-free future. I am grateful for Ian's support and dedication to my financial success. Thank you, Ian.
  • TR
    Tony Ramos
    Jul 26, 2021
    5.0
    My friend Ian is very reliable and will look for the best options fir you. Open reliable and trustworthy
  • VW
    Vince Warner
    Dec 23, 2019
    5.0
    Ian & Crystal are great!! They break down all the options.

Frequently Asked Questions About Edward Jones - Financial Advisor: Ian R Cole

What services does Edward Jones - Financial Advisor Ian R Cole offer?

They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.

What are the office hours for Ian R Cole at Edward Jones in Dacula, GA?

The office is open Monday through Friday from 8:00 AM to 4:30 PM. It is closed on Sundays and Saturdays, except for appointments by prior arrangement on Saturdays.