Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS®
5.011 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS®
859 Perry Rd, Apex, NC
27502, United States
Hours
Reviews
5.0
11 reviews
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- MHMike HallDec 17, 20255.0Jonathan is a straight shooter and will do his best to take care of the needs of his clients.
- JWJason WallsJul 23, 20255.0Jonathan is a very knowledgeable resource for families and business owners. He understands how to create strategies addressing the intersection of financial, estate, and tax planning.
- BSBrian SechrestJul 23, 20255.0Johnathan is someone I know I can trust to take care of not only myself but also anyone in my family. His passion for his work and knowledge of the ever changing financial world always impresses me when we speak. Reach out to Jonathan and just learn what it takes to make your money work for you to build a strong and secure financial future.
- MSMichael StockJul 23, 20255.0Jonathan is a wealth of knowledge when it comes to planning for your financial future. I highly recommend him and his firm!
- BJBrad JacksonJul 23, 20255.0Very knowledgeable and has the experience to deliver on your financial goals.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Jonathan R Bandy?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I schedule an appointment with Jonathan R Bandy?
Appointments can be made by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jonathan-bandy/contact/.
What investment services does Jonathan R Bandy provide?
Services include personalized investment planning, retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations.
What is the address of Edward Jones - Financial Advisor: Jonathan R Bandy?
The office is located at 859 Perry Rd, Apex, NC 27502, United States.
In which language are services offered at this Edward Jones office?
Services are offered in English.
Are there any nearby fitness centers or gyms near Edward Jones - Financial Advisor: Jonathan R Bandy?
Yes, Jazzercise, Carolina Isshinryu Karate Academy, and Jiu Jitsu Performance Academy are nearby gyms where clients can workout before or after their visit.
What nearby dining options are available near Edward Jones - Financial Advisor: Jonathan R Bandy?
Clients can visit nearby restaurants such as Peak City Hots, Domino's Pizza, Big Mikes BBQ, and The Fish House for meals before or after their appointments.
Are there any nearby wellness or beauty services near the Edward Jones office?
Yes, nearby beauty and wellness options include Blissful Nail Bar, Peak City Hair Studios, Studio Oasis LLC, and IndigoSky MassageArt for clients' relaxation and grooming needs.
How can I contact Jonathan R Bandy via email?
You can reach Jonathan R Bandy by email at jonathan.bandy@edwardjones.com.
Does Edward Jones offer any tools to help with retirement planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.