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: Greg Poe, CKA®
351 Butler Road, Forest City, NC
28043, United States
Hours
Reviews
5.0
5 reviews
5 stars
5
4 stars0
3 stars0
2 stars0
1 star0
- MSMatthew SilvaAug 1, 20185.0Greg is in the financial planning business for the right reason. To help people. Highly recommend him!
- KLKing LawMar 21, 20185.0Greg and Ronda are excellent to work with. Very knowledgeable and show great care and concern for all they work with.
Frequently Asked Questions About Edward Jones - Financial Advisor: Greg Poe, CKA®
What services does Edward Jones - Financial Advisor: Greg Poe, CKA® offer?
They provide personalized investment services, including retirement planning, education savings, tax-efficient strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: Greg Poe, CKA® located?
The office is located at 351 Butler Road, Forest City, NC 28043, United States.
What are the business hours of Edward Jones - Financial Advisor: Greg Poe, CKA®?
Open Monday to Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Greg Poe, the financial advisor?
You can book an appointment through their reservation link: https://www.edwardjones.com/us-en/financial-advisor/greg-poe/contact/
Which languages are spoken at Edward Jones - Financial Advisor: Greg Poe?
They provide services in English.
Is Edward Jones - Financial Advisor: Greg Poe active on social media?
Yes, you can find them on Facebook and Twitter at https://www.facebook.com/101815058396736 and @EdwardJones respectively.
Can I use a mobile app to access Edward Jones services?
Yes, Edward Jones has mobile apps available for Android and iOS devices.
Are there any other financial advisors near Edward Jones - Financial Advisor: Greg Poe?
Yes, Edward Jones Financial Advisor Joshua D Poe is a nearby financial advising service close to this location.
What nearby banks can assist me with financial services close to Edward Jones - Financial Advisor: Greg Poe?
Nearby banks include HomeTrust Bank and BB&T, which offer banking and mortgage services.
What nearby shopping centers can I visit before or after my appointment with Edward Jones - Financial Advisor: Greg Poe?
You can visit nearby shopping centers such as Tri City Mall and stores like Belk and Ollie's Bargain Outlet.