Edward Jones - Financial Advisor: Kendall Weller
Why pick this one
Edward Jones - Financial Advisor: Kendall Weller focuses on retirement savings, retirement income, and wealth strategies from a Durham office.
Best for
- retirement savings strategy planning
- retirement income strategy planning
- wealth strategy planning
- reviewing an existing financial strategy
- opening an investment account
- planning around a major financial event
Look elsewhere if
- the user needs Saturday or Sunday office hours
- the user needs a documented emergency financial service
- the user requires a published fee or pricing schedule
Specialties
- retirement savings strategies
- retirement income strategies
- wealth strategies
What makes them different
- Named financial advisor Kendall Weller
- Focus areas include retirement savings, retirement income, and wealth strategies
- Offers introductory consultations and current-strategy reviews
- Supports account openings and planning for major financial events
- Branch office administrator Sydney Gavan is listed as a team member
Distilled from this business's own website.
Contact & Location
- Address
- 5826 Fayetteville Rd, Suite 205, Durham, NC 27713
- Phone
- 9199733142
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kendall.weller@edwardjones.com
Services
- retirement planning
- wealth planning
- investment account opening
- financial strategy reviews
- major financial event planning