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: Pat Phelan, CFP®|AAMS®
1516 E Franklin St, Chapel Hill, NC
27514, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS®
What types of financial services does Edward Jones - Financial Advisor: Pat Phelan provide?
Edward Jones offers personalized investment services including retirement planning, education savings, financial advising, investment management, and stock & bond brokerage tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Pat Phelan located?
The office is located at 1516 E Franklin St, Suite 202, Chapel Hill, NC 27514, USA.
What are the business hours for Edward Jones - Financial Advisor: Pat Phelan?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor: Pat Phelan?
You can reach them by phone at +1 919-969-9104 or via email at pat.phelan@edwardjones.com.
Is there an online app I can use to access Edward Jones services?
Yes, Edward Jones offers mobile apps available for both Android and iOS devices through their respective app stores.
Does Edward Jones offer any tools to help with retirement planning?
Yes, Edward Jones features an online retirement savings calculator to help clients prepare for their financial future.
Which languages are supported at Edward Jones - Financial Advisor: Pat Phelan?
The services are provided in English.
What nearby places can I visit after meeting with Edward Jones?
You might visit Playmaker Coffee, a nearby cafe and smoothie bar, or explore local services such as Select Physical Therapy or Thriveworks Counseling & Psychiatry for health and wellness support.
Are there other financial services near Edward Jones - Financial Advisor: Pat Phelan?
Yes, nearby financial services include Edward Jones - Financial Advisor: Tom Holtz, Seagroves Insurance, Nationwide Insurance - Seagroves Agency Inc, Carolina Ventures Mortgage, and Carolina Home Mortgage.
Can visiting nearby real estate agencies be helpful before consulting Edward Jones?
Yes, visiting nearby real estate services like Chapel Hill, NC Homes 4 sale, Building1, Onyx Management and Consulting, or Sunstone Apartments can complement your financial planning, especially for property investments.