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

5.0
9 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: Chad D McMichael, CFP®|AAMS®
24805 Pinebrook Rd, South Riding, VA
20152, United States

Hours

Reviews

5.0
9 reviews
5 stars
9
4 stars
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3 stars
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1 star
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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.
  • MC
    Mary Ann Cox
    Oct 3, 2024
    5.0
    My husband and I have worked with Chad for several years and he’s first off been a trusted advisor for us all along. He meets with us on a regular basis. Explains the market, maps our strategic plan to our financial goals and personal temperament (meaning our appetite for taking risk) and adjusts and advises us where we are always comfortable and understand. He’s personable and professional and always quick to respond to our needs. Highly recommend Chad and his team to anyone seeking to grow and invest in their future.
  • RK
    Rohan Kamat
    Jan 13, 2022
    5.0
    I have had great experience with Chad. Extremely helpful and he goes through each and every thing to make us understand what is good for us. I am glad my kids' future is secure because of him

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.