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: Josiah C White, CFP®
20 NE Court Square, Graham, NC
27253, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
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- DRDave RileyJun 24, 20255.0Josiah 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!
- EFEthan FincannonMay 22, 20255.0Signing 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.
- MLMatt LuxenbergMay 16, 20255.0Josiah is gift to work with. He is sharp and active. I trust his recommendations implicitly!
- DCDuncan ClarkMay 15, 20255.0Josiah is a very professional, knowledgeable guy. I’d highly recommend his financial planning to growth and safeguard one’s future
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.
What are the office hours for Edward Jones - Financial Advisor: Josiah C White, CFP®?
Open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 3:00 PM; closed on weekends.
How can I contact Josiah C White at Edward Jones?
You can call +1 336-437-0218 or email josiah.white@edwardjones.com to get in touch.
Does Edward Jones - Financial Advisor: Josiah C White have an online appointment reservation system?
Yes, appointments can be scheduled through their website at https://www.edwardjones.com/us-en/financial-advisor/josiah-white/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Josiah C White's office?
English is the primary language spoken at the office.
Are there any nearby places where I can grab coffee or a snack before or after visiting Edward Jones?
Yes, nearby spots include The Commissary by Charlie Mike (bakery, coffee shop, restaurant), The Graham Soda Shop (sandwich shop), and Things Above Bookstore and Coffee Shop (bookstore and cafe).
If I need automotive services near Edward Jones, where can I go?
ColorsEdge of Graham-Industrial offers automotive repair services nearby.
What entertainment options are near Edward Jones in Graham?
You can visit the Graham Amphitheater, a music venue and theatre for performances.
Can I find other financial or insurance services close to Edward Jones - Financial Advisor: Josiah C White?
Yes, nearby are Edward Jones - Financial Advisor: Paul D Burns, AAMS® and Michael Holt: Allstate Insurance for additional financial and insurance services.