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: Katie Wall, CFP®|CEPA®
860 Timber Dr, Garner, NC
27529, United States
Hours
Reviews
5.0
1 reviews
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- CACyndi AragonJun 30, 20205.0Katie helped my company launch a 401k plan beautifully and thoroughly! My concerns and questions were answered before I had a chance to worry. Katie is not only thorough, but listens intently and executes responses and recommendations with the highest level of professionalism. Her calm demeanor and patience when answering questions makes you feel so comfortable working with her! I spent many years looking for the right person to work with and am so glad to have found Katie! I look forward to many many years of working with Katie.
Frequently Asked Questions About Edward Jones - Financial Advisor: Katie Wall, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Katie Wall offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored face-to-face advice.
Where is Edward Jones - Financial Advisor: Katie Wall located?
The office is located at 860 Timber Dr, Garner, NC 27529, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Katie Wall?
Monday to Thursday from 9:00 AM to 4:30 PM, Friday from 9:00 AM to 4:00 PM, and closed on Saturdays and Sundays except by appointment on Saturdays.
How can I book an appointment with Katie Wall?
You can make an appointment by contacting via email at katie.wall@edwardjones.com or through the online reservation link provided on their website.
Does Edward Jones - Financial Advisor: Katie Wall have an online presence?
Yes, they have a LinkedIn profile, Facebook page, and a dedicated website. There are also Android and iOS apps available for Edward Jones clients.
What language is primarily used for consultations at this Edward Jones office?
English is the primary language used for consultations.
How can the nearby Edward Jones office with financial advisor Elaine J Jolley help me?
If Katie Wall’s office is unavailable, the nearby Edward Jones office with Elaine J Jolley can provide similar financial advisory services, giving clients alternative options close by.
What nearby medical facilities are available around Edward Jones - Financial Advisor: Katie Wall?
Nearby medical services include Avance Care Garner, Wsp Garner Primary Care, Avance Primary Care, and Q 1 Clinical Consultants offering family practice, primary care, and counseling services which might be useful for clients visiting for financial consultations to consider their healthcare needs.
Are there places nearby where I can relax or exercise before or after my appointment?
Yes, clients can visit Garner Swim and Recreation Club, Heather Hills Swim Club, or Planet Fitness - Garner, NC for fitness and recreation nearby.
Where can I find convenient services such as pharmacy, post office, or money transfer near Edward Jones - Financial Advisor: Katie Wall?
Nearby are Walgreens and CVS Pharmacy for prescriptions and supplies, the USPS for postal services, and Western Union for money transfer needs.