Edward Jones - Financial Advisor: Dylan Hales, CFP®|CKA®
Consultant
Highly Rated
Has Website
Verified Hours
Why pick this one
Dylan Hales at Edward Jones offers focused retirement strategies and is known for his thorough client understanding process.
Best for
- clients seeking personalized financial planning
- individuals planning for retirement income
Look elsewhere if
- seeking low-cost financial services
- clients who prefer purely transactional financial advising
Specialties
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Charitable Giving
- Values and Faith Based Investing
Certifications
- CFP®
- CKA®
What makes them different
- Offers retirement planning focused on intergenerational wealth
- Has a process to understand client needs before recommendations
- Transparent investment approach
What reviewers say
- {'theme': 'client understanding', 'sentiment': 'positive', 'quote': 'Dylan has a great process for understanding his clients and their needs.'}
- {'theme': 'transparency', 'sentiment': 'positive', 'quote': 'Always transparent, and informative.'}
Common complaints
- {'theme': 'conflict of interest', 'quote': 'Dylan switched my clients portfolio to a commission based guided solution for his own personal gain.'}
- Serves
- Monroe
Distilled from public reviews, this business's website, and editorial sources.
Contact & Location
- Address
- 107 E Jefferson St suite c, Monroe, NC 28112, USA, Monroe, NC 28112
- Phone
- (704) 684-0103
- Website
- https://www.edwardjones.com/us-en/financial-adv...