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: Walt Pate III
3800 E 10th St, Greenville, NC
27858, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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3 stars0
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1 star0
- MMmark murenskyJan 3, 20235.0Walt and Amy are excellent..They go above and beyond to make sure everything is perfect...!
Frequently Asked Questions About Edward Jones - Financial Advisor: Walt Pate III
What services does Edward Jones - Financial Advisor: Walt Pate III offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Walt Pate III located?
The office is located at 3800 E 10th St, Suite 101, Greenville, NC 27858, United States.
What are the business hours for Edward Jones - Financial Advisor: Walt Pate III?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Sundays. On Saturdays, the office is open by appointment only.
How can I contact Walt Pate III at Edward Jones?
You can reach Walt Pate III by phone at +1 252-353-0411 or via email at walt.pate@edwardjones.com.
Is there an online appointment reservation option?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/walt-pate/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Walt Pate III?
They provide services in English.
Where can I find the Edward Jones mobile app to manage my investments?
You can download the Edward Jones app for Android devices from the Google Play Store and for iOS devices from the Apple App Store.
Are there other financial advisors near Edward Jones - Financial Advisor: Walt Pate III?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Jeff Wakefield and Zach Nichols CPA, which might provide alternative services or second opinions.
What nearby amenities can I visit before or after my appointment at Edward Jones?
Nearby you can visit Tre' Chic Hair Salon and Think Pink Training Center for beauty and spa services, or Lowe's Home Improvement for any household needs, making it convenient to combine errands with your financial planning visit.
Are there healthcare facilities near Edward Jones - Financial Advisor: Walt Pate III in Greenville?
Yes, health-related facilities nearby include Eastern Nephrology, Wound Healing Center, ECU Health Wound Healing Center, Vidant Wound Healing Center, and Eastern Pines Dental, providing accessible medical and specialist care.