EDWARD JONES INVESTMENTS - Jolene M Philpott

Call
Website
460 Jake Alexander Blvd W
Salisbury, NC 28147
+1 (704) 633-8300
https://www.edwardjones.com

Located in Salisbury, NC, Edward Jones Investments, led by Jolene M. Philpott, is a trusted financial services firm specializing in assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their expertise spans a wide range of services, from investment management to retirement and estate planning, ensuring tailored solutions to meet each client's unique needs.

At Edward Jones, a team of dedicated financial advisors is readily available nationwide to foster strong relationships with clients, offering personalized consultations and ongoing support as they navigate life's various milestones. The firm prides itself on prioritizing individualized care, focusing on creating bespoke strategies rather than generic, one-size-fits-all solutions, thus making comprehensive financial planning accessible to a diverse range of investors.

Generated using this brand's available information

Also at this address

Own this business?
See a problem?

You might also like

Financial consultant, Stock exchanges

Jason Shell - Raymond James

Jason Shell - Raymond James, situated in Salisbury, NC, is a financial services destination specializing in customized wealth management solutions, investment banking, asset management, and capital market offerings. Catering to a diverse clientele encompassing individuals, businesses, and municipalities, they excel in providing extensive financial planning services, tailored portfolio advisory strategies, in-depth investment research, and individualized support aligned with the unique objectives of each client. With a rich legacy of expertise spanning decades, this establishment is dedicated to assisting clients in navigating intricate financial landscapes by offering meticulous analysis and personalized care. Emphasizing a cautious approach to risk management, they present clients with opportunities to expand, safeguard, and efficiently transfer their financial assets. Operating on a global scale yet upholding a community-focused ethos, Jason Shell - Raymond James is steadfast in delivering attentive, purposeful, and results-driven solutions to meet the diverse financial needs of their valued clientele. Generated using this brand's available information
Edward Jones
Financial consultant, Stock exchanges, Security brokers and dealers

Edward Jones

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
Financial consultant, Stock exchanges

Robert Aiken - Raymond James

Robert Aiken - Raymond James is a financial services firm based in Salisbury, NC, specializing in investment management and wealth planning for individuals and businesses. With a focus on personalized strategies and client relationships, the firm offers a range of financial services to help clients achieve their long-term financial goals. Generated from their business information
United States›North Carolina›Salisbury›EDWARD JONES INVESTMENTS - Jolene M Philpott