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: Julie G Kelly, CFP®|CRPC™
3100 Tower Blvd, Durham, NC
27707, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™
What types of financial services does Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds investment, and face-to-face consulting.
Where is Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ located?
The office is located at 3100 Tower Blvd, Suite 1615, Durham, NC 27707, USA.
What are the office hours for Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™?
The office is open Monday to Thursday from 8:30 AM to 4:30 PM, and on Friday from 8:30 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™?
You can contact them via phone at +1 919-489-8111 or email at julie.kelly@edwardjones.com.
Is there an online tool available to help with retirement planning at Edward Jones?
Yes, they offer a Retirement Savings Calculator available online to help you plan your retirement.
Does Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ have a mobile app?
Yes, their mobile app is available for Android on Google Play and for iOS on the Apple App Store.
How can I schedule an appointment with Julie G Kelly at Edward Jones?
You can make a reservation or contact the advisor through their online contact page on the Edward Jones website.
Are there any financial service providers near Edward Jones - Financial Advisor: Julie G Kelly?
Yes, nearby financial service providers include Tri Pillar Investments, Tucker Bria Wealth Strategies, and Bank of America Mortgage, which might be useful for additional financial or mortgage services.
What dining options are available near Edward Jones - Financial Advisor: Julie G Kelly's office?
Nearby dining includes University Club, Vegan Ice Cream Man, McDonald's, O'charleys, and Wingstop, perfect for meals before or after your consultation.
Are there any notable landmarks or facilities near Edward Jones - Financial Advisor: Julie G Kelly?
Yes, Vintage Durham, a landmark and historical building, is nearby. Additionally, the Duke University Health System and various medical doctors are close by, offering convenient access to healthcare.