Edward Jones - Financial Advisor: Joseph O Purter

5.0
3 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Joseph O Purter
1226A Yeamans Hall Road, Hanahan, SC
29410, United States

Reviews

5.0
3 reviews
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  • AM
    Angelica Mccoy
    Dec 22, 2025
    5.0
    I have had an excellent experience working with Joseph Purter as my financial advisor. He is knowledgeable, responsive, and truly takes the time to understand my financial goals before offering clear, practical guidance. Joseph explains complex topics in a way that’s easy to understand and never makes you feel rushed or pressured. His strategic approach and attention to detail have given me confidence and peace of mind about my financial future. If you’re looking for a trustworthy advisor who genuinely cares about your success and provides personalized service, I highly recommend Joseph Purter.
  • SW
    Sydney Wenglikowski
    Nov 25, 2024
    5.0
    I’ve been working with Joe for a year now and it has been the best experience. Very knowledgeable and trustworthy from the first consultation. Highly recommend!
  • ZS
    Zanaya Salaam
    Jun 4, 2024
    5.0
    I had my first meeting with Joe today and it went great!! He is EXTREMELY knowledgeable and super helpful when it comes to dealing with your finances. I would 100% recommend him to anyone, whether you’re new to finances or seasoned. Thank you Joe!

Frequently Asked Questions About Edward Jones - Financial Advisor: Joseph O Purter

What services does Edward Jones - Financial Advisor: Joseph O Purter offer?

This financial advisor offers services including financial advising, investment management, investment funds, and stock brokerage.

What specialties does Edward Jones - Financial Advisor: Joseph O Purter have?

Specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.