Edward Jones - Financial Advisor: Chad D McMichael, CFP®|AAMS®

5.0
9 reviews
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Business Details

24805 Pinebrook Rd, South Riding, VA
20152, United States
(571) 367-2026
https://www.edwardjones.com/us-en/financial-advisor/chad-mcmichael
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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: Chad D McMichael, CFP®|AAMS®
24805 Pinebrook Rd, South Riding, VA
20152, United States

Hours

Reviews

5.0
9 reviews
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  • RJ
    Ron Molway, Jr.
    Aug 26, 2025
    5.0
    We have been working with Chad for over 10 years. He has been the best financial planner and financial advisor we have ever had, always finding the most lucrative investments and investment strategies for us and also meeting with us regularly to keep us informed of account performance data or just to say hello!
  • SV
    Sridhar Valluri
    Feb 3, 2025
    5.0
    Chad has exeptional Knowlege regarding financial things to help families. He helped me and various friends. I have been going to him from past 8 years for 401k, college tution plans and investments
  • MS
    Muralitharan Srinivasan
    Nov 25, 2024
    5.0
    Chad is our go-to person for financial planning and advice and knows the trade very well. He has been helping us grow our financial/wealth management portfolio(IRA, 401k, 529, Insurance, will/trust, and others) for the past 10 years. For new folks reading this review, don’t hesitate to reach out and have a chat with him. It would be time well spent. Thanks Chad for all you do.
  • CC
    Charlie Cook
    Nov 16, 2024
    5.0
    Our family has been using Chads services since COVID. Customer service is fantastic. The phone app is easy to use. Chad is always available. Total financial health is primary focus, family planning, retirement, tax planning, insurance, trust and wills. Chad makes sure all the bases are covered. Portfolio returns are exceeding our expectations.
  • RB
    Robert Bagnall
    Jan 18, 2021
    5.0
    Chad has been my financial advisor for several years. He is thoughtful, professional, and works hard to help me keep my money and grow it toward the future I want. If you are in need of financial advice, Chad is the person to help!
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Frequently Asked Questions About Edward Jones - Financial Advisor: Chad D McMichael, CFP®|AAMS®

What services does Edward Jones - Financial Advisor: Chad D McMichael provide?

They offer personalized investment services including retirement planning, education savings, and tax-efficient strategies, tailored through face-to-face consultations.

What are the office hours for Edward Jones - Financial Advisor: Chad D McMichael?

The office is open Monday through Friday from 8:30 AM to 5:00 PM and is closed on Sundays. Saturdays are by appointment only.