Edward Jones - Financial Advisor: James E Mitchell III, CFP®|CLU®|AAMS®
5.02 reviews
Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: 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.