Edward Jones - Financial Advisor: James N Sherrill III

Why pick this one

They offer personalized investment strategies and financial consultations at their Dallas office.

Best for

  • individuals seeking personalized financial strategies
  • those planning for retirement
  • clients needing help with major financial events

Look elsewhere if

  • budget-sensitive investment options
  • clients seeking purely online management solutions

Specialties

  • investment strategy
  • financial consultation
  • retirement planning

What makes them different

  • Offers introductory consultations
  • Provides tools for financial planning
  • Dedicated contact for existing clients
Serves
Dallas

Distilled from this business's own website.

Contact & Location

Address
148 W Trade St, Dallas, NC 28034
Phone
7049227028
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
jim.sherrill@edwardjones.com

Services

  • financial advising
  • wealth management
  • investment management

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