Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: James C Wells, CFP®
7521 Mourning Dove Rd, Raleigh, NC
27615, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: James C Wells, CFP®
What services does Edward Jones - Financial Advisor: James C Wells, CFP® offer?
The advisor offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: James C Wells, CFP® located?
It is located at 7521 Mourning Dove Rd, Ste 104A, Raleigh, NC 27615, US.
What are the office hours for Edward Jones - Financial Advisor: James C Wells, CFP®?
The office is open Monday through Thursday from 8:30 AM to 4:30 PM, and on Friday from 8:30 AM to 4:00 PM. The office is closed on Saturdays and Sundays.
How can I schedule an appointment with James C Wells?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/james-wells/contact/.
Does Edward Jones - Financial Advisor: James C Wells, CFP® offer any tools to help with retirement 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.
What languages are spoken at Edward Jones - Financial Advisor: James C Wells, CFP®?
English is spoken at this location.
What financial specialties does James C Wells focus on?
His specialties include 401(k) plans, Roth IRAs, 529 College Savings Plans, and Life Insurance.
What nearby financial services can I find close to Edward Jones - Financial Advisor: James C Wells, CFP®?
Nearby financial services include Martin Bonis - Mortgage Advisor, Cavalier Mortgage Group, and Wells Fargo Home Mortgage, which may assist with loans or mortgage needs complementary to your investments.
Are there any nearby beauty salons and spas near Edward Jones - Financial Advisor: James C Wells, CFP®?
Yes, nearby options for beauty and spa services include Image Hair and Body Salon, Salon Synchronicity, The Parlor, and Morning Dove Salon Suites, where you can relax before or after your financial meeting.
What dining options are available near Edward Jones - Financial Advisor: James C Wells, CFP®?
Vinnie’s Steak House & Tavern is a nearby restaurant and bar where you can enjoy a meal or drinks conveniently before or after visiting the advisor.