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: Daniel J Lee
1901 NW Cary Parkway, Morrisville, NC
27560, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Daniel J Lee
What services does Edward Jones - Financial Advisor: Daniel J Lee offer?
They offer personalized financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Daniel J Lee located?
The office is located at 1901 NW Cary Parkway, Ste 105, Morrisville, NC 27560, USA.
What specialties does this Edward Jones office focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Edward Jones - Financial Advisor: Daniel J Lee by phone?
You can reach them by their main phone at +1 984-314-1143 or their alternate phone at +1 919-677-9596.
Does Edward Jones - Financial Advisor: Daniel J Lee have a mobile app?
Yes, the Edward Jones mobile app is available for Android and iOS devices.
What languages are spoken at this Edward Jones branch?
The advisors at this branch speak English.
What are some nearby places where I can grab a bite before or after my appointment?
Nearby dining options include Hot Breads Cafe, an Indian restaurant and bakery, and Grand Malabar Indian Cuisine for more Indian flavors.
Are there any nearby beauty or wellness salons near Edward Jones - Financial Advisor: Daniel J Lee?
Yes, there are several nearby beauty and wellness salons including Becky’s Beauty Bar, Indulge Skin & Beauty, Hair Psychology, and Mo's Barbershop.
Can I find pet grooming services close to Edward Jones - Financial Advisor: Daniel J Lee?
Yes, nearby pet grooming services include Decadent Dogs and Rebel Tails Dog Grooming.
Is Edward Jones - Financial Advisor: Daniel J Lee currently open?
Yes, this Edward Jones location is currently open.