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: James Dee
601 Cedar St, Beaufort, NC
28516, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: James Dee
What services does Edward Jones - Financial Advisor: James Dee offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: James Dee located?
The office is located at 601 Cedar St, Suite B, Beaufort, NC 28516, USA.
How can I schedule an appointment with James Dee at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/james-dee/contact/
What specialities does James Dee focus on at Edward Jones?
Specialities include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Is Edward Jones - Financial Advisor: James Dee currently open?
Yes, the business is currently open.
What languages are spoken at Edward Jones - Financial Advisor: James Dee?
English is the language spoken at this office.
Can I access Edward Jones services on mobile devices?
Yes, Edward Jones has apps available on both Android and iOS platforms.
What nearby legal services are close to Edward Jones - Financial Advisor: James Dee?
Nearby legal services include Hancock Law Firm, Cummings & Kennedy Law Firm, and Philip J Clarke III, Attorney at Law, which could be useful if you need legal advice after financial planning.
What nearby transportation options can help me reach Edward Jones - Financial Advisor: James Dee?
The Beaufort Train Depot is nearby, providing convenient public transit access to reach the financial advisor's office.
Are there any nearby places to visit when coming to Edward Jones in Beaufort, NC?
You can visit nearby spots such as Les Ciseaux bakery and Salty Girl Designs Studio and Gallery to enjoy some local culture before or after your appointment.