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.
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Edward Jones - Financial Advisor: Zachary Haddan, CFP®
Zachary Edwards at Edward Jones has been my financial advisor for roughly 12 years. I cannot say enough good things about him. He is extremely professional but also down to earth. He really cares about the people he works with. I trust him completely with my finances, and I feel so much better every time I meet with him. I feel so confident with Zach navigating my investments and how to best allocate my money. He is never pushy and gives lots of options. I also think highly of him as a person. I went through a rough time in my life, and throughout that time, he was very compassionate and so helpful when my finances were so confusing at the time. He helped me get things back in order and made me feel like everything would be okay. If could give him more than 5 stars, I would. He is a rare find, and I highly recommend him.
Frequently Asked Questions About Edward Jones - Financial Advisor: Zachary Haddan, CFP®
What services does Edward Jones - Financial Advisor: Zachary Haddan provide?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies with tailored advice through face-to-face consultations.
What are the office hours for Edward Jones - Financial Advisor: Zachary Haddan?
The office is open Monday through Thursday from 8:30 AM to 5:00 PM, Friday from 8:30 AM to 4:30 PM, and is closed on Saturdays and Sundays except by appointment on Saturdays.
Where is Edward Jones - Financial Advisor: Zachary Haddan located?
The office is located at 301 Roper Creek Drive, Greenville, SC 29615, USA.
How can I schedule an appointment with Zachary Haddan?
Appointments can be scheduled through the online contact page at https://www.edwardjones.com/us-en/financial-advisor/zachary-haddan/contact/ or by calling +1 864-232-6713.
Does Edward Jones - Financial Advisor: Zachary Haddan offer online or mobile app options?
Yes, Edward Jones offers mobile apps available on Android and iOS platforms to support client interactions and services.
What languages are supported at Edward Jones - Financial Advisor: Zachary Haddan?
Services are provided in English.
Who are some of Edward Jones - Financial Advisor: Zachary Haddan's competitors?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What is The Wealth Training Academy near Edward Jones?
The Wealth Training Academy is a nearby financial advising and insurance agency offering financial education and insurance services.
How can nearby real estate services like Alpha Equity Group assist customers of Edward Jones?
Customers interested in real estate investments can consult Alpha Equity Group, a nearby real estate firm, to complement their financial planning and investment goals.
What healthcare facilities are near Edward Jones - Financial Advisor: Zachary Haddan?
Nearby healthcare options include Pelham Family Practice, Prisma Health Pelham Family Medicine, and Regenerative Medical Institute, offering medical and family practice services, which clients might visit before or after financial consultations.