Edward Jones
Financial Advising
Why pick this one
Edward Jones focuses on wealth strategies for entrepreneurs and is conveniently located in Apex, NC.
Best for
- individuals seeking comprehensive retirement planning
- business owners needing financial advice
Look elsewhere if
- clients looking for low-cost investment options
- those needing immediate assistance outside of appointment hours
Specialties
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Business Retirement Plans
Certifications
- CEPA®
- AAMS®
What makes them different
- Accepting new clients
- Focus areas include Entrepreneurs & Business Owners
- Offers web conferencing support
- Located in Apex, NC
- Serves
- Apex
Distilled from this business's own website.
Contact & Location
- Address
- 859 Perry Rd, Apex, NC 27502-7702
- Phone
- +19193625121
- Website
- https://www.edwardjones.com/jonathan-bandy
- jonathan.bandy@edwardjones.com
Services
- Financial Advising