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: Lesia McKenzie, CFP®|CEPA®
22 N. Main Street, Wendell, NC
27591, United States
Hours
Reviews
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- HHHannah HJul 9, 20245.0Lesia is helping our family save and plan for college & retirement.
- LNLinda NewkamJan 11, 20215.0Outstanding
- CGCharlie GrayOct 26, 20195.0Love Mrs. McKenzie! My parents are in their fifties and needed to start making some plans for the future. I finally got my parents to go up there and she helped them so much! She gave great advice, walked them through all the complicated aspects, and helped them plan out the next steps. She is so helpful and it is definitely worth taking the time to talk wit her!
- PCPatty CastanedaMar 17, 20155.0You want an amazing, caring, professional adviser and staff? this is the place to go.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lesia McKenzie, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Lesia McKenzie, CFP®|CEPA® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Lesia McKenzie located?
The office is located at 22 N. Main Street, Wendell, NC 27591, United States.
What are the office hours for Edward Jones - Financial Advisor: Lesia McKenzie?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:00 PM, and is closed on weekends.
How can I contact Lesia McKenzie, the financial advisor at Edward Jones?
You can contact Lesia McKenzie by phone at +1 919-365-3545 or via email at lesia.mckenzie@edwardjones.com.
Does Edward Jones offer any tools to help plan for retirement?
Yes, they feature a retirement savings calculator to help clients see if they are retirement ready.
Are there any nearby places where clients can relax or shop before or after their appointment at Edward Jones?
Clients can visit nearby spots like Wendell Barber Shop for grooming, Arrow Tree Boutique-Wendell and Kai Boutique for shopping, or the Sip and Shop Cafe to relax.
What dining options are near Edward Jones - Financial Advisor: Lesia McKenzie?
Nearby restaurants include Everest Kitchen for Chinese and Thai cuisine, Bravos Pizzeria for Italian food, and The Little Bakery & Cafe On Main Street for café offerings.
Are there any entertainment or arts venues close to Edward Jones in Wendell?
Yes, Wendell’s Meet on Main offers concerts, theatre, and comedy shows, and Barts Fine Arts is an art gallery and music production venue nearby.
What other financial service competitors exist near Edward Jones in Wendell?
Nearby competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What languages are spoken at Edward Jones - Financial Advisor: Lesia McKenzie?
Services are offered in English at this Edward Jones location.