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.
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What specialties does Brett Walters have as a financial advisor?
He specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Brett Walters?
You can schedule an appointment via his contact page at https://www.edwardjones.com/us-en/financial-advisor/brett-walters/contact/.
What is the contact phone number for Edward Jones - Financial Advisor: Brett Walters?
You can reach Brett Walters at +1 984-316-5367 or the alternate phone number +1 919-479-8064.
Where is Edward Jones - Financial Advisor: Brett Walters located?
The office is located at 1530 N Gregson Street, Suite 3 A, Durham, NC 27701, USA.
Does Brett Walters offer resources on IRAs?
Yes, there is an official site with more information on IRAs available at https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
Are there other financial services nearby Edward Jones - Financial Advisor: Brett Walters?
Yes, nearby financial service providers include Edward Jones - Financial Advisor: Tamra K Ellis, B & A Financial Services, Wells Fargo Bank, Bank of America, and Truist.
What local dining options are near Edward Jones' office?
Nearby restaurants include Sbarro (pizza), Tripps Restaurant (steakhouse and seafood), Orient Garden (Asian cuisine), and Kickback Jack's (American and burgers).
How can visiting nearby places help when going to Edward Jones - Financial Advisor: Brett Walters?
Nearby landmarks such as the Northgate Stadium 10 cinema and Durham Roots Farmer's Market can serve as easy reference points when navigating to the office. You might also combine a visit with dining at local restaurants or shopping at GameStop Northgate Shopping Mall.
Is Edward Jones - Financial Advisor: Brett Walters accessible for customers who speak languages other than English?
Currently, services are offered primarily in English.