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: Alex G Nelson, CFP®|CKA®
1911 Hillandale Rd, Durham, NC
27705, United States
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
2 stars0
1 star0
- SAsarah andrews5 days ago5.0I can not say enough about how much Alex Nelson has helped me navigate the complexities of annuities, IRA's and to making sure I have the right life insurance coverage. I met Alex through my parents whom he has advised over the years. He has been there for my parents every step of the way professionally and personally through serious health issues. What sets Alex apart is the genuine care and attention to detail he offers. It's not just about the numbers with Alex - it's about understanding my personal goals, challenges and day-to-day life. He has taken the time to get to know my family on a deeper level, providing tailored advice and always going the extra mile to make sure I am confident in my financial decisions. The personal touch and guidance make all the difference. Regardless of your financial situation, I highly recommend Alex. He makes the entire process feel much less intimidating and you can tell he truly cares about your well being, not just your portfolio.
- RGRoger GJun 26, 20245.0I retired 8 years ago and decided to turn several of my retirement accounts over to an advisor. After meeting with many, Alex earned my trust and friendship. I could not be more satisfied. He has my utmost confidence, trust and respect.
- RCRuby CoakleyJun 6, 20235.0My experiences with Alex has been the very best. We moved to North Carolina about 5 years ago and after being with a financial advisor for about 30 years in Virginia we felt we needed to make a change and are we glad we did. He has given us information that we did not have before and our retirement accounts are steady and strong. Alex is trustworthy and always responds quickly.
- VWVicki WatsonJan 20, 20225.0Alex and his team have been an incredibly valuable resource during arguably the most challenging time of our lifetime-the 2+ years of a global pandemic! Highly recommend!!!!
Frequently Asked Questions About Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA®
What services does Edward Jones - Financial Advisor: Alex G Nelson offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
Where is Edward Jones - Financial Advisor: Alex G Nelson located?
The office is located at 1911 Hillandale Rd, Suite 1110, Durham, NC 27705, USA.
What are the office hours of Edward Jones - Financial Advisor: Alex G Nelson?
The office is open Monday through Friday from 8:30 AM to 5:00 PM and closed on weekends.
How can I contact Alex G Nelson at Edward Jones?
You can contact Alex G Nelson by phone at +1 919-973-1316 or via email at alex.nelson@edwardjones.com.
Does Edward Jones - Financial Advisor Alex G Nelson have an online presence?
Yes, they have a LinkedIn profile, a Facebook page, and an official website for more information.
Can I book an appointment with Edward Jones - Financial Advisor Alex G Nelson online?
Yes, appointments can be scheduled through their online contact page at Edward Jones' website.
Which languages are spoken at Edward Jones - Financial Advisor: Alex G Nelson?
English is the primary language spoken at this office.
Are there nearby medical services I can find close to Edward Jones in Durham?
Yes, nearby medical-related services include Anaplastology Clinic, Cowan’s Dental Laboratory, and Beyond Birth Lactation Services, which may be useful if you have healthcare needs before or after your financial appointments.
If I'm visiting Edward Jones - Financial Advisor Alex G Nelson, are there any nearby real estate agencies I can contact?
Yes, there are several nearby real estate agencies like West and Woodall Real Estate, Janet Marks Breedlove Real Estate, and Ace Wang Realtor - West & Woodall which could be helpful if you're considering property investments.
Are there legal or insurance services near Edward Jones' office?
Yes, nearby legal services include Barri Payne and Mark H. Woltz, and insurance needs can be met at Morgan & Allen Insurance Group, all located close to Edward Jones in Durham.