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: Chuck Houston, CFP®
5160 Sunset Lake Road, Apex, NC
27539, United States
Hours
Reviews
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Frequently Asked Questions About Edward Jones - Financial Advisor: Chuck Houston, CFP®
What are the main services offered by Edward Jones - Financial Advisor: Chuck Houston, CFP®?
The main services include personalized investment advice, retirement planning, education savings, stock and bond brokerage, and investment management tailored to individual client needs.
What are the business hours for Edward Jones - Financial Advisor: Chuck Houston, CFP®?
The office is open Monday through Friday from 8:30 AM to 5:30 PM and is closed on Sundays and Saturdays unless by appointment on Saturdays.
How can I schedule an appointment with Chuck Houston?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/chuck-houston/contact/ or by calling +1 919-362-9282.
Where is Edward Jones - Financial Advisor: Chuck Houston, CFP® located?
The office is located at 5160 Sunset Lake Road, Suite 107, Apex, NC 27539, USA.
What languages are spoken at the Edward Jones office in Apex, NC?
English is the primary language spoken at this Edward Jones office.
Does Edward Jones have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps for both Android and iOS devices, available on Google Play and the Apple App Store respectively.
What nearby restaurants can I visit around Edward Jones office after my appointment?
Nearby dining options include Osteria G, an Italian restaurant and wine bar, Little Hen offering American cuisine, and Archibald's Tavern, a sports bar ideal for casual meals.
Are there convenient banking and ATM services near Edward Jones - Financial Advisor: Chuck Houston, CFP®?
Yes, there are several banking options nearby, including Bank of America ATM and Bitcoin Depot Bitcoin ATM, as well as LibertyX Bitcoin ATM and Coinhub Bitcoin ATM for digital currency needs.
What childcare or educational facilities are close to Edward Jones office in Apex?
Close to the office are Imagine That Learning Center, a preschool and day care, as well as S'kids and S'Kids Drop-In Child Care centers.
Are there any medical or wellness centers near Edward Jones in Apex?
Nearby are several health and wellness facilities including Trinity Life Center offering chiropractic and holistic care, NVIV Wellness & Aesthetics medical spa, Twin Leaf Dentistry, Select Physical Therapy, and Neighborhood Clinic for family practice.