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: Chad A Burel
353 Sanford Dr, Morganton, NC
28655, United States
Hours
Reviews
5.0
1 reviews
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- AAAlan AustinMar 23, 20215.0Chad and administrative assistant Wendy are extremely professional, knowledgeable, and friendly. Chad has been my financial adviser for more than five years. He helped me and my wife develop a customized financial plan. Through a detailed analysis of our risk tolerance and an understanding of our retirement goals, we have experienced steady income and significant asset growth. Chad regularly reviews my current portfolio status and advises me accordingly. I also appreciate the ongoing educational seminars he and Wendy arrange. I highly recommend this Edward Jones office in Morganton, NC.
Frequently Asked Questions About Edward Jones - Financial Advisor: Chad A Burel
What type of financial services does Edward Jones - Financial Advisor: Chad A Burel offer?
Edward Jones - Financial Advisor: Chad A Burel offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock & bond brokerage, and investment management through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Chad A Burel located?
It is located at 353 Sanford Dr, Morganton, NC 28655, US.
What are the office hours for Edward Jones - Financial Advisor: Chad A Burel?
The office is open Monday to Thursday from 8:30 AM to 4:00 PM, and Friday from 8:30 AM to 12:00 PM. It is closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Chad A Burel?
You can contact Chad Burel by phone at +18284335377 or by email at chad.burel@edwardjones.com.
Does Edward Jones - Financial Advisor: Chad A Burel offer any online tools to help with financial planning?
Yes, they offer a retirement savings calculator that you can try online to help you prepare for your financial future.
What languages are supported at Edward Jones - Financial Advisor: Chad A Burel?
They provide services in English.
Can I schedule a consultation with Chad A Burel online?
Yes, you can schedule a consultation through their online contact page at EdwardJones.com.
What nearby places can I visit around Edward Jones - Financial Advisor: Chad A Burel?
Nearby you can visit the Greenway park, which is a public plaza with walking trails, perfect for relaxing before or after your financial consultation.
What local shops and services are near Edward Jones - Financial Advisor: Chad A Burel that may be of interest?
Close to the office, there is cyclewright, a bicycle shop for sporting goods and shopping, as well as Barefoot Cnc for IT services and computer repair.
Are there healthcare providers near Edward Jones - Financial Advisor: Chad A Burel?
Yes, several healthcare providers are nearby including River's Edge Physical Therapy, Miracle-Ear Hearing Aid Center, Beltone Hearing Centers, and Morganton Family Dentistry for your medical needs.