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: Josh Sweeley, CFP®|AAMS®
701 W Firetower Road, Winterville, NC
28590, United States
Hours
Reviews
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- EHElizabeth HurstOct 1, 20205.0I inherited some investments from my father and left them with his advisor in Alabama for years because I thought the transfer would be difficult and confusing. Josh contacted me and explained things so clearly and professionally. He made the whole process super easy. I'm so glad I found Josh and Edward Jones.
- GSGay StallingsAug 8, 20205.0My husband and I meet with our financial advisor, Josh Sweeley, on a regular basis. He has always been professional as he explains our options. We value his opinions and we are grateful for his guidance.
Frequently Asked Questions About Edward Jones - Financial Advisor: Josh Sweeley, CFP®|AAMS®
What are the main services offered by Edward Jones - Financial Advisor: Josh Sweeley?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies, with tailored advice through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Josh Sweeley located?
The office is located at 701 W Firetower Road, Suite D, Winterville, NC 28590, USA.
What are the business hours for Edward Jones - Financial Advisor: Josh Sweeley?
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 by appointment only on Saturdays; it is closed on Sundays.
How can I contact Edward Jones - Financial Advisor: Josh Sweeley?
You can contact Josh Sweeley by phone at +1 252-758-0858 or email at josh.sweeley@edwardjones.com.
Can I book an appointment online with Josh Sweeley at Edward Jones?
Yes, you can make an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/josh-sweeley/contact/.
What languages are spoken at this Edward Jones office?
English is spoken at the Edward Jones office led by Josh Sweeley.
Are there any nearby places to eat around Edward Jones - Financial Advisor: Josh Sweeley?
Yes, nearby dining options include Pizza Hut, Lemongrass Thai Restaurant, Azami Express, Papa John's Pizza, Sam Jones BBQ, cluck & crisp, and Famiglia Italian restaurant.
Where can I get a dessert or bakery near Edward Jones - Financial Advisor: Josh Sweeley?
Sweet Porpos Rolled Ice Cream & Bakeshop is a nearby place where you can enjoy bakery treats and ice cream close to Edward Jones office.
Are there other financial service providers close to Edward Jones - Financial Advisor: Josh Sweeley?
Yes, nearby financial service providers include Regional Finance, Campbell Insurance Agency, and Jennifer Bullard - State Farm.
What notable competitors does Edward Jones monitor for rank tracking?
Edward Jones tracks competitors such as Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.