Edward Jones - Financial Advisor: James E Mitchell III, CFP®|CLU®|AAMS®
5.02 reviews
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: James E Mitchell III, CFP®|CLU®|AAMS®
1622 S 3rd St, Sanford, NC
27330, United States
Hours
Reviews
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- BTBeverly TaylorOct 3, 20245.0James Mitchell has been our financial advisor for a number of years. He & his staff are honest folks, one who is his wife. I feel like they are my family. We moved from Sanford approx. 3 years ago. He is still our financial advisor. We communicate by phone without issues. I’m not sure I feel this way about many people. If something happens to my husband, I know he will honestly take care of me. I am not a financial person. I recommend him without hesitation.
Frequently Asked Questions About Edward Jones - Financial Advisor: James E Mitchell III, CFP®|CLU®|AAMS®
What financial services does Edward Jones - Financial Advisor: James E Mitchell III offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: James E Mitchell III?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM by appointment only. The office is closed on weekends.
Where is Edward Jones - Financial Advisor: James E Mitchell III located?
The office is located at 1622 S 3rd St, Sanford, NC 27330, USA.
How can I contact Edward Jones - Financial Advisor: James E Mitchell III?
You can call them at +1 919-775-1861 or email at j.mitchell@edwardjones.com.
Is it possible to schedule an appointment online with Edward Jones - Financial Advisor: James E Mitchell III?
Yes, you can make a reservation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/j-mitchell/contact/.
What languages are spoken at Edward Jones - Financial Advisor: James E Mitchell III?
English is the language spoken at this office.
What nearby public transit options are available to reach Edward Jones - Financial Advisor: James E Mitchell III?
Lee County Transit Systems is nearby and can help you navigate public transportation options to reach the office conveniently.
Are there any local restaurants near Edward Jones - Financial Advisor: James E Mitchell III where I can dine before or after my appointment?
Yes, nearby restaurants include MiRanchito Restaurante, San Felipe Mexican Restaurant, and Subway, offering a variety of dining options close to the office.
What wellness or beauty services are available near Edward Jones - Financial Advisor: James E Mitchell III?
Nearby wellness and beauty services include Nail Time, Lourdes Beauty Salon, Aicha African Hair Braiding, Women’s Body Alchemy - Wellness & Aesthetics, and Salon Marcello.
Does Edward Jones - Financial Advisor: James E Mitchell III provide resources to help with retirement planning?
Yes, they offer a retirement savings calculator accessible via their featured message link to help clients prepare for their financial future.