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: Lee Dunn, AAMS®|CKA®
14 Flowers Crossroads Way, Clayton, NC
27527, United States
Hours
Reviews
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- PBPaul G BartonJun 2, 20215.0Lee Dunn has successfully guided my family's finances for many years. He listens carefully and his advice has always been spot on through the ups and downs. Most highly recommended.
- NDNick DormerFeb 3, 20195.0We are a younger, married couple and it doesn't matter your portfolio size Lee treats us like we are just as important as his bigger clients. Not only reaches out about "business" but takes time to reach out about personal situations too. Fortunate to have him and highly recommend for your personal financial advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lee Dunn, AAMS®|CKA®
What are the main financial services offered by Edward Jones - Financial Advisor: Lee Dunn, AAMS®?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual needs.
Where is Edward Jones - Financial Advisor: Lee Dunn, AAMS® located?
It is located at 14 Flowers Crossroads Way, Suite 103, Clayton, NC 27527, USA.
What are the business hours for Edward Jones - Financial Advisor: Lee Dunn, AAMS®?
Open Monday to Thursday from 8:30 AM to 5:00 PM and Friday from 8:00 AM to 4:00 PM. Closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Lee Dunn, AAMS® for an appointment?
You can phone them at +1 919-550-2516 or email lee.dunn@edwardjones.com. Online appointments can be made via their contact page.
Do they provide any online tools for financial planning?
Yes, they feature a retirement savings calculator available on their website to help plan your retirement.
Is the Edward Jones - Lee Dunn office accessible via nearby public amenities or services?
Yes, it is located inside Flowers Crossroads, which includes nearby places like Digital Doc for tech services and Fantastic Sams for hair and beauty needs.
What dining options are near Edward Jones - Financial Advisor: Lee Dunn, AAMS® for a meal before or after a consultation?
Nearby dining includes Asia Cafe for Chinese cuisine, Wine and Design Clayton for a creative experience, and Don Beto's Tacos & Tequila for Mexican food with a bar atmosphere.
Are there convenient places to grab coffee or a snack near Edward Jones?
Yes, Hershey’s Ice Cream & Coffee Shop and Starbucks are nearby for coffee and treats, plus Pure Green Juices & Smoothies for healthy options.
What nearby financial or banking services can complement my visit to Edward Jones - Lee Dunn?
Nearby financial amenities include First National Bank ATM, Western Union money transfer services, and Coinme currency exchange.
What languages are supported by Edward Jones - Financial Advisor: Lee Dunn, AAMS®?
Services are provided primarily in English to cater to the local community.