Edward Jones - Financial Advisor: Josh Slezak

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Team Wealth Investments is a Chapel Hill-based financial planning and investment management firm that offers personalized and comprehensive services to clients. They take the time to understand their clients' goals and objectives, tailoring specific strategies to accomplish them, and provide a holistic investment approach by reviewing clients' overall assets. With a focus on asset allocation and continuous investment management, they also offer model portfolios for clients new to investing or with limited funds. Team Wealth Investments also integrates financial planning services into their clients' portfolio management, guiding them through setting and achieving financial goals in various life stages. They work with clients, tax professionals, and estate attorneys to develop effective financial strategies for investments. Additionally, they specialize in Sustainable, Responsible, and Impact (SRI) investing, using Environmental, Social, and Governance (ESG) criteria to identify companies best positioned to create long-term value and align clients' money with their values.Generated from the website

The advisor listed is an Ameriprise financial advisor in Chapel Hill. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.