Edward Jones - Financial Advisor: Josiah C White, CFP®

5.0
6 reviews

About

Investment ServiceEdward Jones
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. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Josiah C White, CFP®
20 NE Court Square, Graham, NC
27253, United States

Hours

Reviews

5.0
6 reviews
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  • DR
    Dave Riley
    Jun 24, 2025
    5.0
    Josiah is great. He is incredibly knowledgeable. That along with his professionalism, made us feel very comfortable trusting him with our finances. Highly recommend him for your financial advising!
  • EF
    Ethan Fincannon
    May 22, 2025
    5.0
    Signing up as a client of Josiahs was incredible for planning for the future, organizing finances, and deciding on an investment strategy. Before we went with him, my wife and i had separate bank accounts, had different financial goals, and were just generally unorganized. Josiah gets us on the same page and caters his investment strategy to where we are as a couple. He is knowledgable about the larger market, but also somehow remembers our account and its performance like its his own. He can get all your assets in one place, suggest improvements to your plans for the future, and become a friend in the process. Two hearty thumbs up.
  • ML
    Matt Luxenberg
    May 16, 2025
    5.0
    Josiah is gift to work with. He is sharp and active. I trust his recommendations implicitly!

Frequently Asked Questions About Edward Jones - Financial Advisor: Josiah C White, CFP®

What kind of financial services does Edward Jones - Financial Advisor: Josiah C White, CFP® offer?

They provide personalized investment services, including retirement planning, education savings, and tax-efficient investment strategies.

Where is Edward Jones - Financial Advisor: Josiah C White, CFP® located?

They are located at 20 NE Court Square, Graham, NC 27253, US.