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: Jolene M Philpott, CFP®|CEPA®|AAMS®|CKA®
460 Jake Alexander Blvd West, Salisbury, NC
28147, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Jolene M Philpott, CFP®|CEPA®|AAMS®|CKA®
What personalized investment services does Edward Jones - Financial Advisor: Jolene M Philpott provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
How can I schedule an appointment with Jolene M Philpott at Edward Jones?
You can schedule an appointment through the Edward Jones contact page for Jolene M Philpott at https://www.edwardjones.com/us-en/financial-advisor/jolene-philpott/contact/.
What are the office hours of Edward Jones in Salisbury, NC?
The Edward Jones office at 460 Jake Alexander Blvd West operates by appointment only on Mondays through Fridays.
Which languages are supported at Edward Jones - Financial Advisor: Jolene M Philpott's office?
Services are provided in English.
What financial products are offered by Edward Jones - Financial Advisor: Jolene M Philpott?
They offer services including financial advising, investment management, stock & bond brokerage, and funds investment.
How can I contact Edward Jones - Financial Advisor: Jolene M Philpott by phone or email?
You can call them at +1 704-633-8300 or email jolene.philpott@edwardjones.com.
Are there any useful financial or insurance services near Edward Jones office?
Yes, nearby there are financial and insurance services such as Danny Correll: Allstate Insurance and Jason Shell offering financial advising and investing services.
What local healthcare-related services are near Edward Jones - Financial Advisor: Jolene M Philpott?
Nearby healthcare-related services include BAYADA Pediatrics, Hearing Solutions of North Carolina, and several dental offices like Wilson T Wayne DDS and Piedmont Dental Associates-Salisbury.
What are some nearby amenities for customers visiting Edward Jones in Salisbury?
Customers visiting Edward Jones can also find nearby amenities such as The UPS Store for printing and shipping, Family Dollar for quick shopping, and Katana Japanese Fusion restaurant for dining.
How can nearby transportation or financial institutions support my visit to Edward Jones?
Nearby financial institutions like Truist bank and BB&T ATM provide convenient banking services, while nearby locations such as US Army Recruiting offices offer additional professional services relevant to the Salisbury community.