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General Info
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
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Services/Products
Advisors Financial Advisor Funds Investment Investment Management Investment Managers Stock & Bond Broker Stocks & Bonds
Payment method
company card, visa
Location
Parkway Point Shopping Ctr
Categories
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KB
Kelly B.

12/11/2015

Overall

Excellent wealth manager. Very smart and friendly. Provided honest recommendations that were best suitable for my families situation. I recommend Dara Shoffner to any serious investors.

Details

Phone: (919) 465-2256

Address: 2426 SW Cary Pkwy, Cary, NC 27513

Website: website

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