Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS® offers retirement, college savings, and sustainable investing guidance in Durham.
Best for
- Retirement savings planning
- Retirement income planning
- College savings planning
- Sustainable investing guidance
- Reviewing an existing financial strategy
- Opening an investment account
- Planning for a major financial event
Look elsewhere if
- Financial consultations needed outside weekday office hours
- Needs unrelated to retirement, college savings, sustainable investing, or major financial events
Specialties
- Retirement savings strategies
- Retirement income strategies
- College savings
- Sustainable investing
Certifications
- Certified Financial Planner (CFP®)
- Accredited Asset Management Specialist (AAMS®)
What makes them different
- Focuses on retirement savings and retirement income strategies
- Offers college savings guidance
- Offers sustainable investing guidance
- Has two branch office administrators, Julia Rinehart and Rae Dawson
- Located at 240 Leigh Farm Road, Suite 180, Durham, North Carolina
- Serves
- Durham
Distilled from this business's own website.
Contact & Location
- Address
- 77 Vilcom Center Drive, Suite 160, Chapel Hill, NC 27514
- Phone
- 9199699104
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- pat.phelan@edwardjones.com
Services
- Financial planning consultations
- Investment account opening
- Current strategy reviews
- Financial guidance for major financial events