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: Tom Holtz, CFP®
1516 E Franklin St, Chapel Hill, NC
27514, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Tom Holtz, CFP®
Who is the financial advisor at this Edward Jones location?
Tom Holtz, CFP®, is the financial advisor at the Edward Jones office located at 1516 E Franklin St, Suite 202, Chapel Hill, NC.
What investment services does Edward Jones offer at this office?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
What are the office hours for Edward Jones - Financial Advisor: Tom Holtz, CFP®?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I contact Tom Holtz at Edward Jones?
You can reach Tom Holtz by phone at +1 919-967-0700 or by email at tom.holtz@edwardjones.com.
Does Edward Jones offer online resources or tools for retirement planning?
Yes, Edward Jones provides a retirement savings calculator available online to help you prepare for your financial future.
Where is Edward Jones - Financial Advisor: Tom Holtz located?
The office is located at 1516 E Franklin St, Suite 202, Chapel Hill, NC 27514, USA.
Are there coffee shops near Edward Jones where I can relax before or after my appointment?
Yes, Playmaker Coffee, a local coffee shop and cafe, is nearby, providing a great spot to relax before or after your visit.
What nearby health services are available near Edward Jones for additional well-being support?
Nearby health services include Select Physical Therapy, Chapel Hill Breast Cancer Foundation, and Tarheel Family and Cosmetic Dentistry, which can support your overall well-being.
If I need legal or insurance services near Edward Jones, where can I go?
Nearby you can find Seagroves Insurance and Nationwide Insurance - Seagroves Agency Inc for insurance services, and the Law Office of Suzanne Begnoche and Stephenson & Fleming for legal assistance.
How can I schedule an appointment with Edward Jones - Financial Advisor Tom Holtz?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/tom-holtz/contact/.