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: Jaime P Molina, CFP®
2000 Regency Pkwy, Cary, NC
27518, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
4 stars0
3 stars0
2 stars0
1 star0
- SCShawna ClarkJun 29, 20225.0Jaime and his team are extremely knowledgeable and provide excellent customer service. I highly recommend contacting him for a complimentary consultation. It could be the first step to creating a short term and long term game plan for your finances.
- MGMatthew GormanMar 9, 20225.0Jaime Molina is our household name for financial planning. We run an insurance agency in Clayton as well and because of the experiences we've had with him with our own personal finances, everyone gets a recommendation to meet him and have him review their portfolio. The ability he has to bring everything into realm of understanding is so comforting and I feel very confident with Jaime at the helm of me and my clients finances.
- CLCasey LanghorneMar 7, 20225.0Jaime is very knowledgeable, resourceful and responsive. The whole team is very prompt and professional. It's been a pleasure to work with them.
- DHDavid HollandMar 4, 20225.0Jaime is very easy to speak with, but always a true professional. I would highly recommend Jaime and Edward Jones to anyone in search of a financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jaime P Molina, CFP®
What services does Edward Jones - Financial Advisor Jaime P Molina offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor Jaime P Molina?
The office is open Monday through Friday from 8:00 AM to 6:00 PM and is closed on Sundays. Saturdays are by appointment only.
How can I schedule an appointment with Jaime P Molina?
You can schedule an appointment online via the contact page at Edward Jones website or contact them by phone or email.
Where is Edward Jones - Financial Advisor Jaime P Molina located?
The office is located at 2000 Regency Pkwy, Suite 265, Cary, NC 27518, USA.
Which languages are supported by Edward Jones - Financial Advisor Jaime P Molina?
The advisor offers services in English.
How can I contact Jaime P Molina via social media?
You can follow or contact Edward Jones on Facebook at https://www.facebook.com/JaimeMolinaFinancialAdvisor/ and on Twitter @EdwardJones.
Does Edward Jones offer any tools to help plan for retirement?
Yes, Edward Jones provides a retirement savings calculator available on their website to help clients plan for their future.
Are there any real estate services near Edward Jones - Financial Advisor Jaime P Molina?
Yes, several real estate agents and services nearby include Saratoga Group NC - Better Homes and Gardens Real Estate Paracle, Nicole Albright-Fathom Realty, and Rummel Realty, which can assist clients interested in property investments.
Where can I find local mortgage services near Edward Jones in Cary?
Nearby mortgage brokers include AAFMAA Mortgage Services LLC, Encompass Lending Group, and Armed Forces Mutual Mortgage, which can support financing needs related to your financial planning.
What other financial services are located close to Edward Jones - Financial Advisor Jaime P Molina?
Nearby financial services also include mortgage services and real estate professionals, making it convenient for clients to align financial advising with real estate and mortgage needs.