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.
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Edward Jones - Financial Advisor: Kevin W Lunsford, CFP®|CIMA®
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin W Lunsford, CFP®|CIMA®
What financial services does Edward Jones - Financial Advisor: Kevin W Lunsford, CFP®|CIMA® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks and bonds, and investment management.
What are the office hours for Edward Jones - Financial Advisor: Kevin W Lunsford?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and closed on weekends.
Where is Edward Jones - Financial Advisor: Kevin W Lunsford located?
The office is located at 3700 Glenwood Ave, Suite 120, Raleigh, NC 27612, USA.
How can I contact Kevin W Lunsford at Edward Jones?
You can call at +1 919-571-1381 or email kevin.lunsford@edwardjones.com.
Is it possible to schedule an appointment online with Kevin W Lunsford?
Yes, appointments can be scheduled online via the Edward Jones contact page for Kevin Lunsford.
What languages are spoken by Edward Jones - Financial Advisor: Kevin W Lunsford?
The primary language spoken is English.
Are there dining options near Edward Jones' office?
Yes, nearby dining options include The Iron Oaks restaurant, Sushi Mon, and Sommelier’s Roast coffee shop — perfect for a meal or coffee break before or after your visit.
What banking facilities are close to Edward Jones - Financial Advisor: Kevin W Lunsford?
Regions Bank is nearby, offering banking, ATM, and mortgage services which can be convenient for financial needs during your visit.
Are there any cultural venues near Edward Jones' office?
The North Carolina Symphony concert venue is close by, providing a great opportunity to enjoy cultural events before or after your appointment.
Can clients access alternative financial or legal services near Edward Jones?
Yes, nearby services include SmithSandlin Wealth Planning for financial advising, several law offices such as Lewis and Roberts and Dombalis II Nicholas J for legal assistance, and insurance agencies like Highsmith Insurance.