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: Paul M Lee III
2302 Emancipation Hwy, Fredericksburg, VA
22401, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
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- PRPaul RileyOct 1, 20245.0Paul Lee is a fantastic choice if you are looking to invest your money. Very informative and involved. A true expert and professional.
- GDGordon DuncanAug 18, 20225.0Paul is fantastic. When I met with him, he was patient, non-judgemental, and knew all the right questions to ask. I completely trust him and his wisdom.
- BSBrian SchobelAug 8, 20225.0Paul knows finances. He has my full support and trust. You owe it to yourself to listen to what Paul has to say. He will help you grow your money.
- TBTony BoldingAug 3, 20225.0Paul Lee is a consummate professional. His knowledge and desire to help his clients shines though every time. You won't go wrong with selecting him as your advisor.
- BSBen SiloneMay 30, 20205.0Highly recommend. Sat down with him and he spent all the time I needed to go through my finances and long term goals. He isn’t just about money, but about helping you plan your goals and your life, and how to manage your money to meet those goals and have the life you want.
Frequently Asked Questions About Edward Jones - Financial Advisor: Paul M Lee III
What personalized investment services does Edward Jones - Financial Advisor: Paul M Lee III offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored through face-to-face consultations.
Where is Edward Jones - Financial Advisor: Paul M Lee III located?
The office is located at 2302 Emancipation Hwy, Suite A, Fredericksburg, VA 22401, USA.
What are the office hours of Edward Jones - Financial Advisor: Paul M Lee III?
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 closed on weekends.
How can I contact Edward Jones - Financial Advisor: Paul M Lee III?
You can contact them by phone at +1 540-645-5711 or email at paul.lee@edwardjones.com.
How can I schedule a consultation with Paul M Lee III?
You can schedule a consultation via their contact page at https://www.edwardjones.com/us-en/financial-advisor/paul-lee/contact/.
What types of financial products and services are offered by Edward Jones - Financial Advisor: Paul M Lee III?
They offer services including financial advising, stocks and bonds brokerage, investment management, and personalized financial planning.
Does Edward Jones offer any tools to help with retirement planning?
Yes, Edward Jones features a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html.
What nearby businesses can customers find close to Edward Jones - Financial Advisor: Paul M Lee III?
Nearby businesses include Cornerstone Elite Properties (real estate), Tamika Walker - State Farm (insurance), and Goosehead Insurance - Ryan Stanard (insurance).
Are there any nearby automotive services near Edward Jones' office?
Yes, customers can find nearby automotive dealers and services such as iDrive, Koons Automotive of Fredericksburg South, and Express Auto Service for vehicle purchases and repairs.
Which nearby landmarks or facilities might be useful for visitors to Edward Jones - Financial Advisor?
Visitors might check out Cosner's Corner shopping center or stop by local landmarks like Camden Hills accommodation near the office. These offer convenient options before or after meetings.