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: Valerie Massengill, CFP®
6166 Rogers Road, Rolesville, NC
27571, United States
Hours
Reviews
5.0
9 reviews
5 stars
9
4 stars0
3 stars0
2 stars0
1 star0
- CFCaren FriedSep 25, 20235.0Valerie is a wealth of financial knowledge and has great way of keeping us in line with our retirement goals. Highly recommend her for anyone that wants to build their financial wealth.
- RCRaleigh Cleaning CompanyFeb 23, 20185.0I have had the pleasure of working with Valerie Hoy for the past 3-4 years. She is top of the line! The care and confidence I had when we did our initial consultation was very high. She is such a smart woman. Whether its budgeting, getting out of debt or what she's best at, investing- she is AMAZING. Worth the extra drive for me. It's hard to know who to trust when it comes to your financial future- she's 100%.
- MHMary Anne HookerMar 23, 20155.0I love working with Valerie! I didn't even think I could afford to plan for my future at this time in my life, but Valerie met me where I was and helped put me on a path that worked for me. She inspired me to care for myself through my finances. As a Certified Financial Planner, she brings so much knowledge and experience to the table. She showed compassion to me as a single woman and that was the cherry on top! Thank you Valerie!
Frequently Asked Questions About Edward Jones - Financial Advisor: Valerie Massengill, CFP®
What services does Edward Jones - Financial Advisor: Valerie Massengill, CFP® offer?
The firm offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds advising, and investment management.
Where is Edward Jones - Financial Advisor: Valerie Massengill, CFP® located?
The office is located at 6166 Rogers Road, Rolesville, NC 27571, USA.
What are the business hours for Edward Jones - Financial Advisor: Valerie Massengill, CFP®?
The office is open Monday to Friday from 9:00 AM to 5:30 PM and closed on Saturdays and Sundays.
How can I contact Valerie Massengill at Edward Jones?
You can reach Valerie Massengill by calling +1 919-453-2369 or emailing valerie.massengill@edwardjones.com.
Can I schedule an appointment online with Edward Jones - Financial Advisor: Valerie Massengill?
Yes, appointments can be scheduled online via the contact page at https://www.edwardjones.com/us-en/financial-advisor/valerie-massengill/contact/.
Does Edward Jones provide resources 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 to help clients prepare for their future.
Which languages are spoken at Edward Jones - Financial Advisor: Valerie Massengill?
English is the language spoken at this location.
What nearby bakeries or eateries can I visit before or after my meeting at Edward Jones?
Sweetheart Treats is a nearby bakery and health food restaurant, while Domino's Pizza, Rosalini's Pizza And Subs, Granchio Seafood and Pasta Restaurant, and Pizza Hut are nearby dining options offering pizza, Italian cuisine, and other meals.
Are there any convenient shipping services near Edward Jones in Rolesville?
Yes, you can find Carolina Pack Ship and Print, UPS Authorized Shipping Outlet, and the US Post Office nearby for your shipping and mailing needs.
What are some nearby boutiques or retail shops I can explore around Edward Jones in Rolesville?
Local Charm offers women's clothing, gifts, and home décor. Be Like Missy is a fashion accessories boutique, and 3 G's in a Pod provides children's clothing and vintage consignment options.