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: Mary Rocca, AAMS®
420 SW Broad St, Southern Pines, NC
28387, United States
Hours
Reviews
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- SSStacey Long SimmonsSep 23, 20205.0Mary has been a financial life saver for us! As older parents raising a young child, we came with a lot of “shoulda, coulda, would’ve” baggage about our financial plans for the future. Mary carefully listened to our concerns and gave us the practical guidance we needed. Her competence and expertise helped us set up a savings plan for our child’s education, while also reaching our goals for a comfortable retirement. By easing our anxieties and defining our options, Mary helped us make the decisions that are best for our family.
- JWJeanette WitterJun 18, 20205.0Mary Rocca is the best financial advisor I’ve worked with! She is patient and explains her recommendations carefully so that I am comfortable in making decisions. I have peace of mind knowing that she is keeping my financial goals in mind. I recommend her wholeheartedly!
- SWSuz WhatJun 10, 20205.0A great experience. I am new to this. Mary recognized my comfort levels and makes sure she understands my goals and investment strategies. She works to make sure I understand decisions and options. I’m so grateful for her help. I can not recommend her highly enough.
Frequently Asked Questions About Edward Jones - Financial Advisor: Mary Rocca, AAMS®
What services does Edward Jones - Financial Advisor Mary Rocca offer?
Mary Rocca provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
What are the office hours for Edward Jones - Financial Advisor Mary Rocca?
The office is open Monday to Friday from 8:30 AM to 5:00 PM, with extended hours until 5:30 PM on Wednesdays. It is closed on Sundays and Saturdays are by appointment only.
How can I schedule an appointment with Mary Rocca?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/mary-rocca/contact/.
Where is Edward Jones - Financial Advisor Mary Rocca located?
The office is located at 420 SW Broad St, Southern Pines, NC 28387, USA.
Does Mary Rocca speak languages other than English?
Mary Rocca provides services in English.
How can I contact Mary Rocca by phone or email?
You can call the office at +1 910-684-6381 or the local number +1 703-548-3928. Email contact is mary.rocca@edwardjones.com.
Are there any nearby places where I can grab a coffee before or after my visit?
Yes, Java Bean Plantation and Roasting Co. is a nearby coffee shop and cafe where you can enjoy coffee or smoothies before or after your appointment.
What nearby services can assist with shipping or mailing needs when visiting Edward Jones?
UPS Authorized Shipping Outlet and Ship On Site of Southern Pines are nearby services that provide courier, shipping, and printing services for your convenience.
Are there any nearby places for relaxation or wellness around Edward Jones?
Yes, nearby wellness options include The Vibe Wellness Studio gym, Capelli Hair Design Group salon, Orange Salon, Elysian Skin & Beauty Studio, and several massage therapy centers like Point Perfect Massage LLC and Devona’s Healing Hands.
How can I learn more about retirement planning related to Edward Jones services?
You can try Edward Jones' Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to prepare for your future.