Edward Jones - Financial Advisor: Ryan G Monteleone, ChFC®|ABFP®|AAMS®
5.03 reviews
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: Ryan G Monteleone, ChFC®|ABFP®|AAMS®
329 Earnie Ln, Holly Springs, NC
27540, United States
Hours
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- BCBill ColeFeb 10, 20165.0Ryan was a huge help with my mother account. She moved to the Cary area recently to an assisted living facility. After discussing her portfolio with Ryan we transferred her account to his firm. We appreciated his professionalism. He answered all our questions patiently. We were quite pleased. Ryan is a easy referral.
- MBMichael BooneFeb 10, 20165.0We have lived in seven states and glad to be back in North Carolina. i met Ryan through acquaintances in Holly Springs and we are even more happy that we found Ryan. He has done an outstanding job for Suzan and me. He is not only knowledgeable on money management, more importantly he is attentive and response, which has not been the case with other financial managers we have met. If you are new to the area, or just looking for a change, call Ryan.
- DBDave BullardFeb 10, 20165.0Ryan is an awesome adviser and treats everyone like they are his biggest client. I've referred multiple clients and have always received great feedback. Thank you for the great service!
Frequently Asked Questions About Edward Jones - Financial Advisor: Ryan G Monteleone, ChFC®|ABFP®|AAMS®
What services does Edward Jones - Financial Advisor: Ryan G Monteleone offer?
The financial advisor provides personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, investment management, and brokerage services.
What are the office hours for Edward Jones - Financial Advisor: Ryan G Monteleone?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and Friday from 9:00 AM to 4:30 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Ryan G Monteleone located?
The office is located at 329 Earnie Ln, Holly Springs, NC 27540, United States.
How can I contact Edward Jones - Financial Advisor: Ryan G Monteleone?
You can call them at +1 919-557-6629 or email ryan.monteleone@edwardjones.com.
Does Edward Jones offer any online tools or apps for clients?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms, and an online retirement savings calculator to help clients plan their future.
How can I schedule an appointment with Ryan G Monteleone?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/ryan-monteleone/contact/.
What language is used in consultations at Edward Jones - Financial Advisor: Ryan G Monteleone?
Consultations are conducted in English.
What nearby real estate agencies are located near Edward Jones in Holly Springs?
Nearby real estate agencies include Christina Gebhardt REAL ESTATE, Bob Huml Real Estate Agent, Welcome Home with Elizabeth McCullough, Sharon Bishop Realtor, Hooves and Homes Realty, Tammy Williams, Coldwell Banker Advantage - Holly Springs, Lauren Fours, Triangle Homes by Ludy Perez, Janerie Wierenga Real Estate Broker, House On Hope, and CBA Holly Springs Office. Clients interested in real estate can easily access these services in the area before or after visiting Edward Jones.
Are there any healthcare facilities near Edward Jones - Financial Advisor in Holly Springs?
Yes, nearby healthcare providers include ECPC Holly Springs Interventional Pain and Spine, Blue Water Pediatric Dentistry, Springs Village Dentistry, Duke Women’s Health Holly Springs, Duke Urgent Care Holly Springs, Duke Primary Care Holly Springs Family Medicine, Duke Imaging Holly Springs, Carolina Family Practice & Sports Medicine, Subhratha Maredia, MD, and Duke Eye Center. Clients can conveniently access medical services nearby when planning visits.
Are there any insurance agencies near Edward Jones in Holly Springs?
Nearby insurance agencies include Nationwide Mutual Insurance Company and Bowen Insurance Agency, which provide additional financial protection and services that complement investment planning at Edward Jones.