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: Joel M Oliver, CFP®|AAMS®
2425 Kildaire Farm Rd, Cary, NC
27518, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- JCJohn CooperAug 30, 20235.0We have been working with Joel Oliver for around a year. He takes his job seriously and he is great to work with. We highly recommend him as a financial advisor.
- JOJoel OliverMay 17, 20225.0The 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.
- JPJill PhillipsOct 4, 20215.0Joel has helped me a lot with building my IRA, and understanding, investments, which does not come naturally to me.
- JMJim MulfordSep 18, 20215.0What 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.
- DMDavid MorganSep 17, 20215.0Joel'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.
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.
Where is Edward Jones - Financial Advisor: Joel M Oliver located?
The office is located at 2425 Kildaire Farm Rd, Suite 100, Cary, NC 27518, US.
How can I contact Joel M Oliver, the financial advisor at Edward Jones?
You can contact Joel M Oliver by phone at +1 984-464-8546, alternate phone at +1 919-342-5924, or email at joel.oliver@edwardjones.com.
Does Edward Jones - Financial Advisor: Joel M Oliver have an online presence?
Yes, they have a website, a LinkedIn profile, a Facebook page, and mobile apps available for Android and iOS.
How can I schedule an appointment with Joel M Oliver at Edward Jones?
Appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/joel-oliver/contact/.
Are there any nearby places to Edward Jones - Financial Advisor: Joel M Oliver where I can enjoy a coffee before my meeting?
Yes, Java Jive Coffee & Tea is a nearby coffee shop where you can relax before your appointment.
Are there local art or music schools near Edward Jones - Financial Advisor: Joel M Oliver?
Yes, nearby places include KinderVillage, KV Music at KinderVillage, and Time For Art, which offer musical instrument lessons and art education.
Is there a shopping center near Edward Jones - Financial Advisor: Joel M Oliver where I can visit after my meeting?
Yes, Lochmere Pavilion, which includes shopping and a cinema, is located nearby for your convenience and leisure.
What financial products can I get assistance with at Edward Jones - Financial Advisor: Joel M Oliver?
They offer expertise in stocks, bonds, investment management, and advisory services tailored to your financial goals.