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Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™
Your trusted partner for personalized financial planning and investment strategies in Durham.
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Business
$$$
Est. 1922
Your trusted partner for personalized financial planning and investment strategies in Durham.
No reviews yet
Julie G Kelly, a CFP® and CRPC™ professional at Edward Jones, offers comprehensive financial advisory services tailored to individuals and families in Durham, NC. With a focus on retirement planning, investment management, and wealth building, she provides personalized strategies to help clients achieve their financial goals. Known for her expertise and client-centered approach, Julie delivers trusted guidance to secure your financial future.
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Customized strategies for retirement savings, income planning, and Social Security optimization.
Personalized portfolio management and investment advice to grow and protect your wealth.
Comprehensive financial planning including estate planning, tax strategies, and goal setting.
One-on-one advisory sessions to assess financial health and develop actionable plans.
Guidance on insurance, asset protection, and risk assessment to safeguard your finances.
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