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: David Rich, ChFC®
301 Butler Ave, Greenville, SC
29601, United States
Hours
Reviews
5.0
8 reviews
5 stars
8
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1 star0
- SCSam CarterNov 8, 20255.0I can’t recommend David Rich highly enough! From our very first meeting, David took the time to really understand my goals and financial situation, explaining everything clearly and without any pressure. Davids advice has been thoughtful, strategic, and perfectly tailored to my needs — I’ve seen real progress toward my savings and investment goals since I began working with him.
- AMApril MoroAug 12, 20255.0Working with David Rich has been such a positive and reassuring experience. From day one, he made me feel comfortable and truly listened to my goals and concerns. He has an upbeat, outgoing personality that makes every meeting feel energizing and productive, and he explains everything in a way that’s easy to understand. You can tell he genuinely cares about helping me succeed—not just financially, but in feeling confident about my future. I trust his guidance completely, and I’m so grateful for the peace of mind he’s given me. If you’re looking for someone who’s both an expert and a true partner in your financial journey, David is the one.
- JBJason BellJul 20, 20235.0When meeting with David for the first time he had already done his homework with us and had different strategies and options prepared, all with strategic growth as the goal toward our (early) retirement. After only a few months we are seeing much higher growth and a large reduction in fees compared to our previous and faceless account holder. It’s very comforting to have a local person managing our portfolio who genuinely cares about our well being. I also have to say it’s nice to have all the accounts available at our fingertips on the EJ app.
- DIDJs IphoneJun 29, 20235.0It took me a long time to find someone that I trusted with my retirement. I’ve known David for many years and when he decided to open his own branch, I knew I had found the right person. The Timing was great, I was leaving a company and I needed to roll over my 401(k). He even helped me navigate the financials after losing my dad as well. I get calls every month from other financial firms and I always tell them I already got a guy.
- LBLauren BlantonNov 21, 20225.0I have had such a great experience with David. He is so knowledgable and takes the time to explain my options and recommendations. His new office is lovely and so conveniently located. There is also an entire conference room in the office which makes it really easy to bring my kids along if I need to stop by.
Frequently Asked Questions About Edward Jones - Financial Advisor: David Rich, ChFC®
What types of financial services does Edward Jones - Financial Advisor: David Rich, ChFC® offer?
Edward Jones - Financial Advisor: David Rich, ChFC® provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks and bonds, investment management, and advisory services.
What are the regular operating hours for Edward Jones - Financial Advisor: David Rich, ChFC®?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, Fridays from 8:30 AM to 4:00 PM, and is closed on Saturdays and Sundays. Fridays are by appointment only.
How can I make an appointment with Edward Jones - Financial Advisor: David Rich, ChFC®?
You can make an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/david-rich/contact/ or by calling +1 864-288-5779.
Where is Edward Jones - Financial Advisor: David Rich, ChFC® located?
They are located at 301 Butler Ave, Greenville, SC 29601, USA.
What languages are spoken at Edward Jones - Financial Advisor: David Rich, ChFC®?
Services are offered in English.
How can I get to Edward Jones - Financial Advisor: David Rich, ChFC® using local transit or rental services nearby?
You can use Enterprise Rent-A-Car which has nearby locations to easily access the office. This is convenient for clients arriving by car rental or needing local transportation around Greenville.
What nearby cultural attractions can I visit before or after my appointment at Edward Jones?
Nearby cultural attractions include the Carolina Music Museum, Sigal Music Museum, Upcountry History Museum, HISTORY MAKERS of Upcountry SC, and Greenville Theatre, ideal for enriching your visit to the Greenville area.
Are there any nearby dining or refreshment options close to Edward Jones - Financial Advisor: David Rich, ChFC®?
You can visit The Cook's Station nearby, which offers restaurant equipment and bar services, suitable for dining or refreshments before or after your visit.
How can I contact Edward Jones - Financial Advisor: David Rich, ChFC® via email?
You can reach David Rich directly by emailing david.rich@edwardjones.com.
What is the company's year of establishment and commitment to clients?
Edward Jones was established in 1922 and is dedicated to providing tailored financial advice through face-to-face consultations, ensuring clients feel confident and secure in their financial future.