Edward Jones - Financial Advisor: Andrew L Metz, CFP®

Name: Edward Jones - Financial Advisor: Andrew L Metz, CFP®
Address: 2451 Croasdaile Farm Parkway, Durham, NC, 27705, US
Telephone: (919) 477-9299
Price range: $$
Rating: 5

Edward Jones - Andrew L Metz, CFP®: Personalized, caring financial guidance in Durham.

5(4 reviews)

financial-advising

Est. 1922

Directions Call Website

About

Edward Jones - Financial Advisor: Andrew L Metz, CFP® provides thoughtful financial guidance from 2451 Croasdaile Farm Pkwy, Suite 103, Durham. Reviews highlight Andrew's knowledge, caring nature, and attentive approach, demonstrating a commitment to what's best for clients. One reviewer praised a staff member's kindness and helpfulness, underscoring a welcoming, client-focused experience.

Photos

1 / 1

Location

2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705, USA

Get directions

Information

2451 Croasdaile Farm Parkway

Durham, NC, 27705

(919) 477-9299 www.edwardjones.com/us-en/financial-advisor/andrew-metz?y_source=1_OTYyMjQ2LTcxNS1sb2NhdGlvbi53ZWJzaXRl

Is this your business?

Claim Edward Jones - Financial Advisor: Andrew L Metz, CFP® to manage your storefront, respond to reviews, and receive customer leads.

Services

Retirement Planning

Customized strategies to help you plan and save for a secure retirement.

Investment Management

Personalized investment advice and portfolio management to grow your wealth.

Wealth Management

Comprehensive financial planning including estate and tax strategies.

Financial Consulting

One-on-one consultations to assess and address your financial needs and goals.

Risk Management

Guidance on insurance and protection strategies to safeguard your assets.

5.00 · 4 reviews

Overall rating

Jim Caldwell

via Google

· 10 months ago

Pam Lunsford

via Google

· 5 years ago

I highly recommend Andrew. He is knowledgeable, caring, attentive and really cares what's best for me.

Gail Wheeler

via Google

· 5 years ago

Rodney was so kind and helpful. I highly recommend him

Alex Martin

via Google

· 6 years ago

More businesses like this

View details →

accountant

Durham, NC

Velotaxes Tax Preparers

Velotaxes Tax Preparers in Durham, NC offers professional tax preparation services. Reviews highlight patient, clear guidance that makes filing stress-free, with accurate, timely submissions. The team is praised for knowledgeable, friendly assistance, fast and reliable service, and reasonable prices, including help with Au Pair taxes.

View details →

accountant

Durham, NC

Paul Scheible, CPA, PLLC

Paul Scheible, CPA, PLLC is a Durham-based accounting firm offering precise tax and financial guidance. Clients praise professional, personable service, with attention to every detail—from complex international tax matters to seamless annual returns. The team is noted for clear communication, prompt answers, and a smooth transition for clients switching from other firms.

View details →

accountant

Durham, NC

Quantity Tax Service

Quantity Tax Service in Durham, NC offers trusted tax help with a focus on fast, accurate filing. Reviews highlight impeccable customer service, a welcoming, family-like atmosphere, and up-to-date knowledge of changing tax laws. Loyal clients have returned for years, praising speed, professionalism, and personal attention that makes tax season smoother.

View details →

financial advisor

Durham, NC

Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA®

Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA® helps Durham clients navigate annuities, IRAs, life insurance, and long-term planning. Reviews praise his clear explanations, genuine care, and personalized guidance that aligns financial goals with daily life. Trusted, responsive, and focused on making complex topics understandable for lasting security.

View details →

accountant

Durham, NC

Peggy James, CPA, PLLC

Peggy James, CPA, PLLC provides expert tax and accounting services from 1815 Forest Rd, Durham. Reviews highlight her accessibility, responsiveness, and thorough, detail-driven approach for individuals and small businesses alike—from itemized returns to complex tax issues and bookkeeping reviews—delivering clarity and peace of mind.

View details →

accountant

Durham, NC

Accurate Tax

Accurate Tax, at 404 Hunt St Suite #120, Durham, NC, provides accounting, finance, and consulting services led by Kevin and his brother Joel. The team earns 5-star reviews for patient, knowledgeable guidance, quick, professional service, and easy communication. They simplify payroll for clients and untangle complex tax situations, instilling confidence.

Directions Call