Edward Jones - Financial Advisor: Joe Spendley
Why pick this one
Edward Jones - Financial Advisor Joe Spendley accepts new clients with a minimum investment of $250,000 and is located in Morrisville, NC.
Best for
- clients seeking retirement and wealth strategies
- individuals interested in intergenerational financial planning
Look elsewhere if
- clients looking for financial advice with less than $250,000 to invest
- those needing after-hours financial services
Specialties
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Intergenerational Planning
- Employee Stock Options
What makes them different
- Accepting new clients with a minimum investment of $250,000
- Focuses on intergenerational planning
- Located in Morrisville, NC
- Operates during weekday hours, with limited Saturday appointments
- Serves
- Morrisville
Distilled from this business's own website.
Contact & Location
- Address
- 5105 Grace Park Drive, Morrisville, NC 27560
- Phone
- 9194655798
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- joe.spendley@edwardjones.com
Services
- financial advising