Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Dylan Hales, CFP®|CKA®
107 E Jefferson St, Monroe, NC
28112, United States
Hours
Reviews
4.3
6 reviews
5 stars
5
4 stars0
3 stars0
2 stars0
1 star
1
- MWMarcus WhitleyAug 2, 20215.0Dylan is as professional as it comes. Always transparent, and informative. He knows his work and has really helped make investing easy. Would highly recommend.
- WIWho Am IJun 27, 20215.0Dylan has a great process for understanding his clients and their needs. He helped me think about my own financial goals and put a plan in place that will help me get there.
- DSDennis SmithMar 18, 20211.0Dylan Switched my clients portfolio to a commission based guided solution for his own personal gain, leading to over 50k in taxes for my client. Furthermore refusing to admit or rectify any wrong doing.
Frequently Asked Questions About Edward Jones - Financial Advisor: Dylan Hales, CFP®|CKA®
What types of financial services does Edward Jones - Financial Advisor: Dylan Hales offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
Where is Edward Jones - Financial Advisor: Dylan Hales located?
The office is located at 107 E Jefferson St, Ste C, Monroe, NC 28112, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Dylan Hales?
Monday through Friday, they are open from 8:30 AM to 5:00 PM. They are closed on Saturdays and Sundays, with Saturdays available by appointment only.
How can I schedule an appointment with Dylan Hales?
Appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/dylan-hales/contact/.
Does Edward Jones - Financial Advisor: Dylan Hales provide any online tools to assist with financial planning?
Yes, they offer a retirement savings calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients prepare for their future.
What is the best way to contact Dylan Hales by phone or email?
You can reach him by phone at +1 704-226-1822 or via email at dylan.hales@edwardjones.com.
Are there other financial advisors nearby that I might consider?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Dionne Loney, Robin Griffin & Assoc, and Edward Jones - Financial Advisor: Terry N Estes, CFP®.
What nearby banks can assist with banking or mortgage services in Monroe?
First Citizens Bank and Truist are nearby banks that offer banking and mortgage brokerage services.
If I need legal advice, what nearby law firms are located near Edward Jones - Financial Advisor: Dylan Hales?
Nearby law firms include Charles B. Brooks II Attorney at Law, Zachary A. Cohen Attorney at Law, Witt Law Firm, Helms Law Group, and The Khan Law Offices among others.
What local amenities are available close to Edward Jones for a client visit?
Clients can enjoy dining at Grateful Breads Monroe, visit Faulkner's Drugs pharmacy, or relax at Pure Primary Wellness and Aesthetics nearby.