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: Joe Spendley
5105 Grace Park Drive, Morrisville, NC
27560, United States
Hours
Reviews
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2 reviews
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- EAEdward AcostaJul 15, 20205.0Mr Spendley has many years of experience and knowledge.
- JMJim MolinelliMay 21, 20205.0“Joe took the time to get to know what my needs were, where I wanted to be in the future before even starting to talk about strategies that would achieve those goals. He wanted to know everything about me and my family so he could better understand all of my family’s needs. He educated me on different types of investment strategy’s we could use but never pressured me to make decisions. He was truly interested in me and not just selling investments.“
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Spendley
What services does Edward Jones - Financial Advisor: Joe Spendley provide?
Joe Spendley provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Joe Spendley located?
The office is located at 5105 Grace Park Drive, Morrisville, NC 27560, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Joe Spendley?
The office is open Monday, Wednesday, and Friday from 8 AM to 5 PM, and Tuesday and Thursday from 9 AM to 6:30 PM. It is closed on Sundays and Saturdays, except by appointment on Saturdays.
How can I contact Edward Jones - Financial Advisor: Joe Spendley?
You can reach Joe Spendley by phone at +1 919-465-5798 or email at joe.spendley@edwardjones.com.
Is it possible to schedule an appointment online with Joe Spendley?
Yes, appointments can be scheduled via the contact page at https://www.edwardjones.com/us-en/financial-advisor/joe-spendley/contact/.
What languages does Edward Jones - Financial Advisor: Joe Spendley support?
The services are offered in English.
Are there mobile apps available to access Edward Jones services?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms. You can download them from the Google Play Store and Apple App Store respectively.
Which nearby fitness and wellness facilities are close to Edward Jones - Financial Advisor: Joe Spendley?
Nearby fitness and wellness options include Strive Physical Therapy & Fitness and Johnson's Martial Arts, where clients can pursue physical therapy and fitness, or martial arts training, possibly before or after a financial consultation.
What dining options are available near Edward Jones - Financial Advisor: Joe Spendley?
Nearby restaurants include ADDA Bistro and Dining offering Indian cuisine, Spice & Curry, Thai's Noodles serving Asian dishes, as well as casual places like Bison and Bull Tavern and Jersey Mike's Subs, suitable for meals before or after your visit.
Are there other financial advisors near Edward Jones - Financial Advisor: Joe Spendley?
Yes, there are nearby financial advisors including Edward Jones - Financial Advisor: Josh Slezak and Edward Jones - Financial Advisor: Kate C Haisch, which provide alternative or additional financial advisory services in the vicinity.