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
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Edward Jones - Financial Advisor: Waylon L Iddings
Waylon has assisted me and my family for over 6 years. I meet or call him several times a year and he helps to walk me through what all I may need to shift in my portfolio. After continuing my relationship from Patti, I was very grateful to have his guidance and direction during some of the most difficult of market environments. I would definately recommend him for helping you start with investing, transferring from another firm, opening an IRA, opening a 529 , and helping to finalize trust or estate documents.
LG
Local G
Apr 17, 2018
2.0
Great staff- very efficient and helpful. He is definitely not the best. My advice would be to keep looking.
Frequently Asked Questions About Edward Jones - Financial Advisor: Waylon L Iddings
What services does Edward Jones - Financial Advisor: Waylon L Iddings offer?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Waylon L Iddings located?
They are located at 5000 Falls Of Neuse Rd, Suite 424, Raleigh, NC 27609, USA.
What are the business hours of Edward Jones - Financial Advisor: Waylon L Iddings?
They are open Monday to Thursday from 8:30 AM to 5:00 PM, and on Friday from 8:30 AM to 4:00 PM. They are closed on weekends.
How can I contact Edward Jones - Financial Advisor: Waylon L Iddings?
You can call them at +1 919-981-0620 or email waylon.iddings@edwardjones.com.
Does Edward Jones - Financial Advisor: Waylon L Iddings have an online presence?
Yes, they have a website, LinkedIn profile, Facebook page, and mobile apps available on both Android and iOS platforms.
How can I schedule a consultation with Edward Jones - Financial Advisor: Waylon L Iddings?
You can make a reservation or contact them through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/waylon-iddings/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Waylon L Iddings?
Services are offered in English.
Are there any real estate agents near Edward Jones - Financial Advisor: Waylon L Iddings?
Yes, several real estate agents are nearby such as Martha McNair-Coldwell Banker HPW Agent, Cindy Melara, and Chris Martin Real Estate, which can be helpful if you are considering property investments alongside your financial planning.
Is there a credit union branch near Edward Jones - Financial Advisor: Waylon L Iddings where I can manage my finances?
Yes, the Coastal Credit Union Quail Plaza Branch is nearby, providing convenient financial services that can complement your investment management with Edward Jones.
Are there any professional services nearby that might support career growth or employment?
Alliance Careers, an employment agency and professional service, is located near Edward Jones – it might be useful if you are looking for career advice or employment opportunities while managing your investments.