Edward Jones - Financial Advisor: John David Wagner, CFP®|ChFC®
5.04 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: John David Wagner, CFP®|ChFC®
1026 Mebane Oaks Rd, Mebane, NC
27302, United States
Hours
Reviews
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- FMFrancesca MorfesisApr 24, 20255.0John David Wagner helped me with financial planning and he was excellent. He is kind, funny, and clearly very good at his job. He listened to what was important to me, took in the details of my unique situation, and answered all of my questions confidently and intelligently - even ones that I worried were too far afield. Money is an easy place to feel shame and insecurity and I left feeling clear and secure about how to care for my finances. If you’re looking for a financial advisor, go talk to John David!
- TTTravis TatumJun 26, 20245.0Very happy with my experience here. John David has been great to work with. I would and have recommended to others. 👍
- BBbigbrinnAug 16, 20195.0Very responsive and always looking out what's best for my goals concerning my finances. Nice guy!
- MTManagement TeamJun 8, 20185.0Making financial decisions is very important. You need someone who is competent, savvy and trustworthy. I highly recommend John David Wagner with Edward Jones Financial. He fits the bill!
Frequently Asked Questions About Edward Jones - Financial Advisor: John David Wagner, CFP®|ChFC®
What services does Edward Jones - Financial Advisor: John David Wagner, CFP®|ChFC® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
What are the regular business hours for Edward Jones - Financial Advisor: John David Wagner?
The office is open Monday through Friday from 8:30 AM to 4:30 PM and is closed on Sundays.
Is Edward Jones - Financial Advisor: John David Wagner available on Saturdays?
Yes, but only by appointment as the office is closed for regular hours on Saturdays.
Where is Edward Jones - Financial Advisor: John David Wagner located?
The office is located at 1026 Mebane Oaks Rd, Mebane, NC, 27302, United States.
How can I contact Edward Jones - Financial Advisor: John David Wagner?
You can reach them by phone at +1 919-568-9728 or via email at johndavid.wagner@edwardjones.com.
Is there an online way to schedule a consultation with John David Wagner?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/johndavid-wagner/contact/.
Can I use mobile apps to interact with Edward Jones services?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms for convenient access to investment services.
What nearby facilities can I visit before or after a consultation at Edward Jones?
Nearby places include Mebane Pet Clinic for veterinary services, Pelusa's Place Spanish Immersion Academy for childcare, and Pizza Hut if you want to grab a meal.
Are there convenient places near Edward Jones for financial transactions or services?
Yes, Coinme and CoinFlip Bitcoin ATM provide currency exchange and financial services nearby, and Western Union offers money transfer services.
What shopping options are available near Edward Jones in Mebane?
Mebane Oaks Village is a nearby shopping center with grocery stores, and Lowes Foods supermarket and liquor store are also close by.