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: Ivan Olshefski
11618 US 70 Business Hwy W, Clayton, NC
27520, United States
Hours
Reviews
4.5
8 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star
1
- MFMark FerrellJun 30, 20255.0Ivan is a phenomenal advisor. Very knowledgeable in the field and listens to the needs of his clients. If he does not know the answer, he goes above and beyond to find out so he can continue to deliver with excellence.
- MGMichele Di GenovaJun 27, 20255.0Ivan's integrity is rock solid. Doing right by his clients is his clear directive and top priority. He is also very down to earth and takes a sincere and hands-on approach with his clients - always making sure to be available. Ivan's commitment to the sound financial health of his clients is very real, and I wouldn’t hesitate to recommend him to anyone looking for a financial advisor who truly has their best interests at heart.
- TTTyJun 26, 20255.0⭐️⭐️⭐️⭐️⭐️ Ivan Ellis with Edward Jones is a true professional who brings trust, integrity, and deep knowledge to every conversation. I’ve always felt confident in his guidance, and he takes the time to explain strategies clearly, no matter how complex the market may seem. Ivan’s honest approach and genuine care for his clients make him someone you can truly rely on. I highly recommend him to anyone looking for a financial advisor they can trust for the long term!
- CLChristie LathamJun 25, 20255.0Ivan was key to assisting me after my father’s passing and settling his estate. His advice was spot on and he made everything easy to understand.
- RJRufus Pritchett Jr.May 20, 20255.0Ivan has been phenomenal to work with! He’s exceptionally knowledgeable, highly accessible, and communicates clearly and effectively. What stands out most to me is his genuine commitment to putting my best interests first. I truly appreciate his professionalism and integrity! He took the time to understand my financial goals and provided thoughtful, strategic guidance tailored to my situation. It’s clear that he’s not just experienced, but truly invested in helping his clients succeed!
Frequently Asked Questions About Edward Jones - Financial Advisor: Ivan Olshefski
What are the regular business hours for Edward Jones - Financial Advisor: Ivan Ellis?
The office is open Monday to Wednesday from 8:30 AM to 5:00 PM, Thursday from 8:30 AM to 4:30 PM, and Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays, except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Ivan Ellis located?
The office is located at 11618 US 70 Business Hwy W, Suite 204, Clayton, NC 27520, USA.
How can I schedule an appointment with Ivan Ellis at Edward Jones?
You can schedule an appointment through their reservation website at https://www.edwardjones.com/us-en/financial-advisor/ivan-ellis/contact/.
What financial services does Ivan Ellis provide at Edward Jones?
Ivan Ellis offers financial advising, investment management, investment funds, and stock brokerage services.
What specialized financial planning services are offered by Edward Jones with Ivan Ellis?
Specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Ivan Ellis via email or phone?
You can reach Ivan Ellis by email at ivan.ellis@edwardjones.com or by phone at +1 919-879-8974.
Is there an app to access Edward Jones services on mobile devices?
Yes, Edward Jones has apps available for Android at the Google Play Store and for iOS devices in the Apple App Store.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby you can find Raleigh Radiology for medical services, Permanent Beauty for spa and makeup, and Carolina Spine and Disc Center for physical therapy. These are convenient stops if you want to take care of health or beauty needs before or after your visit.
Are there convenient food options close to Edward Jones in Clayton?
Yes, there are several nearby restaurants including Krispy Krunchy Chicken, JuiceVibes smoothie bar, Taco Bell, KFC, and Outback Steakhouse, offering a variety of dining options close to Edward Jones.
What nearby services can help if I need banking or car maintenance around Edward Jones?
Nearby banking services include Truist and KS Bank with ATMs available. For car maintenance, you can find Take 5 Oil Change, T-Mart Car Wash and Detailing, and Zips Car Wash nearby.