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: Josh Slezak, CFP®|CEPA®
101 Conner Dr, Chapel Hill, NC
27514, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Slezak, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Josh Slezak offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Josh Slezak located?
The office is located at 101 Conner Dr, Suite 202, Chapel Hill, NC 27514, United States.
What are the business hours for Edward Jones - Financial Advisor: Josh Slezak?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Josh Slezak?
You can reach them by phone at +1 919-918-4017 or by email at josh.slezak@edwardjones.com.
Can I schedule a consultation online with Josh Slezak?
Yes, you can schedule a consultation through their reservation page at https://www.edwardjones.com/us-en/financial-advisor/josh-slezak/contact/.
Does Edward Jones have a mobile app for managing investments?
Yes, Edward Jones offers mobile apps for both Android and iOS devices available on Google Play and the Apple App Store respectively.
What languages are supported at this Edward Jones office?
They provide services in English.
What nearby financial services might be of interest when visiting Edward Jones - Financial Advisor: Josh Slezak?
Nearby, you can find other financial advising and investment services such as Merrill Lynch, Wells Fargo Advisors, and Bank of America, providing additional options for banking and financial management.
Are there any healthcare facilities near Edward Jones - Financial Advisor: Josh Slezak that visitors might want to know about?
Yes, there are several healthcare providers nearby including Allergy Partners of Chapel Hill, Bostian Dental, and Chapel Hill Fertility Center, useful if you need medical or dental services before or after your financial appointment.
What local amenities are close to Edward Jones that clients could visit?
Clients visiting Edward Jones might want to check out nearby places such as the Medical Day Spa of Chapel Hill for relaxation or the Carolina Preferred Realty for property management services.