Business Details
About
Investment ServiceEdward Jones
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: Beth Whicker
1393 Carrollton Crossing Dr, Kernersville, NC
27284, United States
Hours
Reviews
4.4
7 reviews
5 stars
6
4 stars0
3 stars0
2 stars0
1 star
1
- TRtracy reevesJun 20, 20215.0Beach and Julie are great. The best advice around. Beth has guided me for years and it is amazing how she has grown my accounts.
- JTJosh TrammelNov 20, 20195.0Beth Whicker is an outstanding financial advisor and I value the services she provides for my family.
- RPRon PayneJan 24, 20185.0As an attorney, I've had the privilege of working with Beth for a number of years now and she is honest, hard working and does a great job for her clients. I absolutely recommend her as both a financial advisor and a Edward Jones investment office!
- KBKesia BagbyJul 6, 20175.0Beth is extremely knowledgable when it comes to planning for retirement. She has the tools to get you on track and reach your goals. She was able to help my mother with early retirement plans. She truly cares about people, to her they are not just another number!
- JBJordan BurlesonFeb 12, 20155.0I love working with Beth. She is super friendly and helpful. She helped me with getting a Roth IRA and two 529s setup to help me plan for the future. Convenient location to Winston and Greensboro.
Frequently Asked Questions About Edward Jones - Financial Advisor: Beth Whicker
What services does Edward Jones - Financial Advisor: Beth Whicker offer?
Edward Jones provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, investment management, and financial advising tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Beth Whicker located?
The office is located at 1393 Carrollton Crossing Dr, Suite 102, Kernersville, NC 27284, USA.
What are the business hours for Edward Jones - Financial Advisor: Beth Whicker?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Beth Whicker?
You can call the main phone number at +1 336-530-8411 or the alternate phone at +1 336-996-2036. You may also email beth.whicker@edwardjones.com.
Is Edward Jones - Financial Advisor: Beth Whicker available for online appointments?
Yes, you can schedule a consultation via their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/beth-whicker/contact/.
Does Edward Jones - Financial Advisor: Beth Whicker have a mobile app?
Yes, Edward Jones offers a mobile app available on both Android and iOS platforms for easy access to your investments.
What language is spoken at Edward Jones - Financial Advisor: Beth Whicker?
The services are provided in English.
What notable financial competitors are near Edward Jones - Financial Advisor: Beth Whicker?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, which also offer various investment and financial advisory services.
What nearby medical facilities could I visit before or after my appointment with Edward Jones?
You can visit nearby medical facilities such as Cone Health Urgent Care at MedCenter Kernersville, Quest Diagnostics, or Center for Women's Healthcare at Kernersville for any health-related needs.
Are there any community or government services near Edward Jones - Financial Advisor: Beth Whicker that clients might find useful?
Yes, nearby are Piedmont Triad Regional Council and Stormwater Smart, which provide community services and public assistance that may be useful for clients involved in community or governmental activities.
Can nearby technology companies assist clients needing IT or business services?
Yes, Merit Technology Solutions, located nearby, offers IT services and computer repair that could assist clients who require technology support for their financial or business needs.