Edward Jones - Financial Advisor: Mary Jo Walter
Why pick this one
Edward Jones - Financial Advisor: Mary Jo Walter offers strategy reviews, account opening, and guidance for major financial events from its Lumberton office.
Best for
- introductory financial consultations
- reviewing an existing financial strategy
- opening an investment account
- planning around a major financial event
- clients seeking web conferencing options
Look elsewhere if
- clients requiring Saturday or Sunday office hours
Specialties
- introductory financial consultations
- current financial strategy reviews
- investment account opening
- financial guidance for major financial events
What makes them different
- Web conferencing is listed as an additional office availability
- Investment planning inquiries can be submitted across five investment-amount ranges, including less than $250K and $1MM+
- The office includes Financial Advisor Mary Jo Walter and Branch Office Administrators Sarah Baysden and Bryleigh Davis
- The office is open Monday through Thursday from 8:30 AM to 5:00 PM and Friday from 8:30 AM to 4:00 PM
Distilled from this business's own website.
Contact & Location
- Address
- 4246 Fayetteville Rd, Lumberton, NC 28358
- Phone
- 9107385053
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- maryjo.walter@edwardjones.com
Services
- financial advising
- investment planning
- account opening
- financial strategy reviews