Business Details
About
Investment Service
Client care is one of the most rewarding aspects of our work as a team at Edward Jones. We seek to form deep relationships with our clients, which affords us the opportunity to help them define their own financial success, visualize and plan for long-term generational wealth, and prepare for life's inevitable transitions. We offer a client-first approach, combined with innovative technology and partnerships with our clients' trusted legal and tax professionals. This combination helps our clients to develop a sense of ease and security that comes with financial confidence. Our team looks forward to earning your trust and working with you and your family to help meet your wealth-building goals.
Location
Hours
Frequently Asked Questions About Kelly Wealth Management Team
What services does Kelly Wealth Management Team offer?
They offer Financial Advising, Investment Management, Investment Funds, and Stock Broker services.
What are the office hours for Kelly Wealth Management Team?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. They are closed on weekends.
Where is Kelly Wealth Management Team located?
They are located at 3100 Tower Blvd, Suite 1615, Durham, NC 27707, USA.
Does Kelly Wealth Management Team offer services in any languages other than English?
They offer services in English.
How can I contact Kelly Wealth Management Team?
You can reach them at their main phone number: +1 919-489-8111.
Does Kelly Wealth Management Team have a mobile app?
Yes, they have mobile apps available for both Android and iOS devices.
What specialities does Kelly Wealth Management Team focus on?
They specialize in 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
Is there a nearby restaurant where I can eat before or after my meeting at Kelly Wealth Management Team?
Yes, the University Club, O'charleys, Bavarian Brathaus, Vegan Ice Cream Man, Wingstop, and McDonald's are nearby dining options you can visit before or after your meeting.
Are there other financial service providers near Kelly Wealth Management Team?
Yes, nearby financial service providers include Tri Pillar Investments, Edward Jones, and Tucker Bria Wealth Strategies.
How can nearby places like University Tower and Exchange Club of Greater Durham help me when visiting Kelly Wealth Management Team?
University Tower offers professional services and event planning which might be useful for business clients, and the Exchange Club of Greater Durham is involved in community services and public service, offering networking opportunities in the area.