Edward Jones - Financial Advisor: Joel M Oliver, CFP®|AAMS®

5.0
7 reviews
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Business Details

2425 Kildaire Farm Rd, Cary, NC
27518, United States
(984) 464-8546
https://www.edwardjones.com/us-en/financial-advisor/joel-oliver
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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: Joel M Oliver, CFP®|AAMS®
2425 Kildaire Farm Rd, Cary, NC
27518, United States

Hours

Reviews

5.0
7 reviews
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  • JO
    Joel Oliver
    May 17, 2022
    5.0
    The office is in the back of the retail space. Inviting and conveniently visible from Lochmere golf course. Retirement planning and following a goal oriented process is so crucial. You only get one shot. Make it count.
  • JM
    Jim Mulford
    Sep 18, 2021
    5.0
    What a great guy! Joel has been such a great financial advisor helping us get a plan together for our financial well being. Since we started working with Joel we are in a much better place and feel secure in our future and ability to retire and be financially secure.
  • KG
    Kevin Green
    Sep 17, 2021
    5.0
    We have been working with Joel for years and he has consistently helped us improve our financial status. He is more than just an advisor Joel truly cares about our success. He reaches out and helps us make other connections for needed services.
  • DM
    David Morgan
    Sep 17, 2021
    5.0
    Joel's approach is professional, his responses are timely, and he is always knowledgable and honest. If you want to work with someone who is genuine, look no further.
  • MK
    Michael Kibler
    Sep 17, 2021
    5.0
    Joel takes good care of our financial needs and has offered sound advice since we've been a client. He cares a lot about helping us grow our money and does not appear to be fixated on pushing whatever financial products might give him a better commission. Joel always responds to our questions quickly and intelligently and I'm very happy that I've moved funds to EJ from my previous brokerage firms.
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Frequently Asked Questions About Edward Jones - Financial Advisor: Joel M Oliver, CFP®|AAMS®

What services does Edward Jones - Financial Advisor: Joel M Oliver provide?

They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.

What are the office hours of Edward Jones - Financial Advisor: Joel M Oliver?

The office is open Monday to Wednesday and Friday from 9:00 AM to 5:00 PM, Thursday from 9:30 AM to 5:00 PM, and closed on Saturdays and Sundays.