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: 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/.