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: Troy Puchalski, CFP®|CEPA®
293 Olmsted Blvd, Pinehurst, NC
28374, United States
Hours
Reviews
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- JCJohn CrowlJul 5, 20235.0Troy is on top of our portfolio and has an open line of communication. I highly recommend him if you are not satisfied with your current financial advisor.
- DPDenise PriceJun 30, 20235.0Troy and all the folks at Edward Jones are great. Very responsive and willing to tailor their suggestions to your personal needs and concerns. Love them!
Frequently Asked Questions About Edward Jones - Financial Advisor: Troy Puchalski, CFP®|CEPA®
What are the regular business hours of Edward Jones - Financial Advisor: Troy Puchalski?
The office is open Monday through Friday from 8:30 AM to 5:00 PM, and closed on Saturdays and Sundays except by appointment on Saturdays.
How can I schedule an appointment with Troy Puchalski?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/troy-puchalski/contact/ or by calling +1 910-295-0307.
What financial services does Troy Puchalski offer?
Troy Puchalski provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and investment management such as stocks, bonds, and funds investment.
Where is Edward Jones - Financial Advisor: Troy Puchalski located?
The office is located at 293 Olmsted Blvd, Ste 6, Pinehurst, NC 28374, USA.
Is Edward Jones - Financial Advisor: Troy Puchalski active on social media?
Yes, you can find them on Facebook at https://www.facebook.com/1312924358761568 and follow on Twitter @EdwardJones.
Are there any health facilities near Edward Jones office to consider for consultations after a financial appointment?
Yes, nearby health facilities include FirstHealth Internal Medicine - Pinehurst, Pinehurst Orthopedic Group, and Pinehurst Medical Clinic Rheumatology - West End, which could be convenient for your healthcare needs after visiting Edward Jones.
What nearby financial or advisory services complement the offerings of Edward Jones in the Pinehurst area?
Nearby financial advisory services include Prudent Wealth Strategies LLC, Golden Pine Advisory, Taxes Suck, and The Tax and Estate Academy which offer complementary financial and tax services.
Are there any local amenities or services near Edward Jones that customers might find useful?
Yes, services such as Cleaners of Carolina for dry cleaning, and Market Place sandwich shop and restaurant are conveniently located nearby for customers visiting the office.
Does Edward Jones - Financial Advisor: Troy Puchalski have a mobile app for clients?
Yes, clients can use the Edward Jones mobile app available on the Google Play Store and Apple App Store to manage their investments and access financial tools.
How does Edward Jones ensure privacy and security for its clients?
Edward Jones is committed to protecting client data; detailed information about their privacy and security practices can be found on their Privacy and Security page at https://www.edwardjones.com/us-en/privacy.