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: Jim Engelman Jr
160 S Main Street, Marion, NC
28752, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Engelman Jr
What services does Edward Jones - Financial Advisor: Jim Engelman Jr offer?
Edward Jones - Financial Advisor: Jim Engelman Jr offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, and investment management.
Where is Edward Jones - Financial Advisor: Jim Engelman Jr located?
It is located at 160 S Main Street, Marion, NC, 28752, United States.
How can I schedule an appointment with Jim Engelman Jr?
You can schedule an appointment by visiting the reservation page at https://www.edwardjones.com/us-en/financial-advisor/jim-engelman-jr/contact/.
Does Edward Jones provide online mobile apps for managing investments?
Yes, Edward Jones offers mobile apps available on Android and iOS for convenient management of investments.
What languages are supported at Edward Jones - Financial Advisor: Jim Engelman Jr?
The services are provided in English.
How can I contact Jim Engelman Jr via email or phone?
You can email jim.engelman.jr@edwardjones.com or call +1 828-652-4241 to get in touch.
What nearby insurance agencies can I consider alongside Edward Jones for my financial needs?
Nearby insurance agencies include Brandi Harris, State Farm Insurance, Jeff Kincaid Insurance Group - Marion, and Phillips Financial Group. You might visit them for complementary insurance advice when planning your financial portfolio with Edward Jones.
Are there any nearby real estate agents or mortgage brokers near Edward Jones?
Yes, nearby real estate agents include Bloom Realty Group, Gennie Gonzalez | Bilingual WNC Realtor®, Andrew Ledford with Realty Group 1, and the mortgage broker Peoples Home Equity. Clients often coordinate financial planning with home buying or refinancing needs in this area.
What local shops or cafes are near Edward Jones for a relaxing break before or after my appointment?
Nearby places for a break include Ingenious Coffee Roasters, a local coffee shop and cafe, Second Chance and Unofficial: Second Chance Used Furniture store if you're interested in shopping and browsing furniture.
Are there financial or accounting services close to Edward Jones - Financial Advisor: Jim Engelman Jr?
Yes, nearby financial-related services include Tax 2000 (accountant and financial service), Marion Credit Co. Inc (installment loans and financial service), and Blue Ridge Bankruptcy Clinic (credit and debt counseling). These can complement your investment planning with Edward Jones.