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.
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Chad is a breeze to work with. His attention to detail & listening to a clients needs makes him a professional at his job. I highly recommend Chad as an Edward Jones advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Chad M Epting
What types of financial services does Edward Jones - Financial Advisor: Chad M Epting offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Chad M Epting located?
The office is located at 360 Exchange St NW, Ste 104, Concord, NC 28027, United States.
What are the regular business hours for Edward Jones - Financial Advisor: Chad M Epting?
The office is open Monday, Wednesday, and Friday from 8:00 AM to 5:00 PM and Tuesday and Thursday from 8:00 AM to 7:00 PM. It is closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Chad M Epting?
You can schedule an appointment by visiting their online contact page at https://www.edwardjones.com/us-en/financial-advisor/chad-epting/contact/ or by calling their main phone number at +1 704-931-5649.
What languages are spoken at this Edward Jones office?
The services are provided in English.
Are there any apps available to manage my investments with Edward Jones?
Yes, Edward Jones offers apps for both Android and iOS. You can download them from the Google Play Store and Apple App Store respectively.
What nearby dining options are available around Edward Jones - Financial Advisor: Chad M Epting?
Nearby dining options include The Gateway To Athens (Greek restaurant), Dough New York Style Bakery (desserts and international cuisine), Village Corner Comfort Kitchen & Bar (American restaurant and cocktail bar), Smoothie King (smoothie and juice bar), and Afton Pub & Pizza (Italian restaurant and pub).
Are there any nearby health and dental services close to Edward Jones - Financial Advisor: Chad M Epting?
Yes, nearby health services include Afton Dental, Comiskey Oral Surgery, Whitespire Center of Oriental Medicine, Novant Health Lakeside Primary Care - Afton, and FastMed Urgent Care.
What nearby retail and personal care services are close to Edward Jones?
Nearby retail and personal care options include Premium Nail Spa for nail and beauty services, Elizabeth's Treasures gift shop, and Firestone Complete Auto Care for automotive and tire services.
How can I contact Chad M Epting via email?
You can email Chad M Epting at chad.epting@edwardjones.com for inquiries or consultations.