Edward Jones - Financial Advisor: Jonathan R Bandy, CEPA®|AAMS®
5.07 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: Jonathan R Bandy, CEPA®|AAMS®
859 Perry Rd, Apex, NC
27502, United States
Hours
Reviews
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- 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.
- EMEthan Feng Li (MaxMarvelCabinet)Jul 23, 20255.0Good presentation 👏 👌 👍 💪
- TGtawanna gillisJan 18, 20255.0Johnathan is the new financial advisor at the Apex location off Hwy 55. After meeting with Jonathan the first time I knew that he was the right person to take my investment portfolio to the next level. Jonathan takes the time to understand your financial goals, explain options, trends and projections based on his experience and training. Jonathan is friendly, understanding and driven to help his customers achieve and or exceed their financial goals!
- SHSteve HollarJul 11, 20235.0I have worked with several different advisors over the years and Jonathan is truly one of the best in the industry! He takes time to listen to my needs and goals. From there, he provides a personalized approach to my investment strategy. He is also very knowledgable about the industry and the different options available to me as a client. I highly recommend that you schedule a meeting with Jonathan to learn more!
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.