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: Jim Wyland, CFP®|AAMS®
3434 Kildaire Farm Road, Cary, NC
27518, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Wyland, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor: Jim Wyland provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, investment management, and financial advising to fit individual client needs.
Where is Edward Jones - Financial Advisor: Jim Wyland located?
The office is located at 3434 Kildaire Farm Road, Suite 134, Cary, NC 27518, USA.
What are the office hours for Edward Jones - Financial Advisor: Jim Wyland?
The office is open Monday through Friday from 9:30 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Jim Wyland for financial advice?
You can reach Jim Wyland by phone at +1 919-363-6223 or email at jim.wyland@edwardjones.com.
Is it possible to schedule a consultation with Jim Wyland online?
Yes, you can schedule a consultation through the Edward Jones contact page for Jim Wyland at https://www.edwardjones.com/us-en/financial-advisor/jim-wyland/contact/.
Which languages are supported at this Edward Jones office?
Services are offered in English.
What tools does Edward Jones offer to help clients prepare for retirement?
Edward Jones provides a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients plan for retirement.
What nearby services or amenities can clients visit before or after their appointment?
Clients can visit nearby places like Pilates the Form (a pilates studio and gym), Meche Cocina Mexicana (a Mexican restaurant), and Le Nu Spa (a day spa) to relax or enjoy activities around their financial appointment.
Are there other financial service providers near Edward Jones - Financial Advisor: Jim Wyland?
Yes, nearby financial services include another Edward Jones office and Schramm, Tingen & Associates insurance agency, which clients might consider for complementary financial and insurance advice.
What nearby facilities might help clients with errands when visiting Edward Jones - Financial Advisor: Jim Wyland?
Clients can use the UPS Authorized Shipping Outlet for shipping needs and visit local restaurants like Papa Murphy's Take 'N' Bake Pizza or Back in the Day Cafe for dining nearby appointments.