Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Terrell Wilson, ChFC®|CEPA®
273 Evergreen, Vernon Hills, IL
60061, United States
Reviews
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- JOJack O'DonnellMay 9, 20245.0When I moved on from my current job, I was left with a Roth 401k and a traditional IRA that my company provided me. Terrell suggested we move those funds into a standard Roth and IRA. I couldn’t be happier with his recommendation. When I walked in the door, he made me feel like I was a million dollar client. I knew from the get-go that he had my best interests at heart and would work hard to make sure I reach my financial goals. He did such a great job that I had my wife open her retirement plan with him for her small business. We live quite far from Vernon Hills, but I will 100% be making that drive for Terrell’s A-1 service! If you want someone with top of the line knowledge, but also CARES about their clients, Terrell Wilson is the perfect match for you.
- JKJeff KNov 1, 20235.0Terrell did a fantastic job assessing my situation and understanding I was looking for a safe product to put my money in, he advised me to go with a CD and their 5.65% rate for 1 year was terrific! Terrell is extremely knowledgeable and has.been ik the banking.investment industry for many years. I highly.recomme nd him
Frequently Asked Questions About Edward Jones - Financial Advisor: Terrell Wilson, ChFC®|CEPA®
Who is the financial advisor at Edward Jones in Vernon Hills?
Terrell Wilson, ChFC®|CEPA® is the financial advisor at Edward Jones in Vernon Hills.
What financial services does Edward Jones - Financial Advisor: Terrell Wilson offer?
They offer financial advising, investment management, investment funds, and stock broker services.
How can I schedule an appointment with Terrell Wilson at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/terrell-wilson/contact/.
What are the Edward Jones office hours for Terrell Wilson in Vernon Hills?
The office is open with additional hours by appointment only on Saturdays.
What types of retirement accounts does Terrell Wilson specialize in?
He specializes in 401(k) rollovers, Roth IRAs, SEP IRAs, and Traditional IRAs.
What languages are spoken by the Edward Jones financial advisor Terrell Wilson?
The primary language spoken is English.
Where is Edward Jones - Financial Advisor: Terrell Wilson located?
The office is located at 273 Evergreen, Vernon Hills, IL 60061, USA.
What restaurants are near Edward Jones in Vernon Hills for a meal before or after a meeting?
Nearby restaurants include Twisted Burger, Pizza Italia, Jimano's Pizzeria, Bella Famiglia, and Thrupthi Foods offering a variety of American, pizza, and fast food options.
Are there any fitness or wellness centers close to Edward Jones in Vernon Hills?
Yes, customers can visit nearby Curves gym, Salon G for waxing, Hi5 Nails & Spa for beauty services, or Revive Family Chiropractic for chiropractic care.
What local community or government facilities are near Edward Jones in Vernon Hills?
Nearby community and government places include Vernon Hills Village Hall, Vernon Hills Building Department, Lake County Genealogical Society, Chabad Jewish Center, and Larry Laschen Community Center.