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: Karena L Bagwell, AAMS®
1400 Crescent Green Drive, Cary, NC
27518, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Karena L Bagwell, AAMS®
What investment services does Edward Jones - Financial Advisor: Karena L Bagwell provide?
Edward Jones offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face financial consultations tailored to your individual needs.
Where is Edward Jones - Financial Advisor: Karena L Bagwell located?
The office is located at 1400 Crescent Green Drive, Suite 130, Cary, NC 27518, United States.
How can I contact Karena L Bagwell at Edward Jones?
You can contact Karena L Bagwell by phone at +1 919-465-7466 or via email at karena.bagwell@edwardjones.com.
Does Edward Jones - Financial Advisor: Karena L Bagwell offer online appointment scheduling?
Yes, you can make an appointment or contact Karena L Bagwell through the online reservation page at https://www.edwardjones.com/us-en/financial-advisor/karena-bagwell/contact/.
Is there a mobile app available for Edward Jones services?
Yes, Edward Jones offers mobile apps available on Google Play and the Apple App Store to help you manage your investments on the go.
Which languages are supported at this Edward Jones office?
This Edward Jones office provides services in English.
What financial specialties does Karena L Bagwell focus on?
She specializes in stocks and bonds, investment management, and financial advising to help clients achieve their financial goals.
What nearby financial service providers can complement Edward Jones' offerings?
Nearby financial services include Veratis Investment Group and Crescent Private Wealth, which you might consider for additional options in financial advising and investing.
What other professional services are located near Edward Jones?
Nearby professional services include Privette Legacy Planning (lawyer specializing in wills, trusts, and probate) and Quqa Designs (advertising and graphic design), which might be useful for estate planning or business promotion needs.
What nearby accommodations are available for clients visiting Edward Jones from out of town?
Nearby hotels include La Quinta Inn & Suites and Extended Stay America Hotel Raleigh - Cary - Regency Parkway, providing convenient lodging options for visiting clients.