Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™

Name: Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™
Address: 3100 Tower Boulevard, Durham, NC, 27707, US
Telephone: (919) 489-8111
Price range: $$$
Rating: 5

Durham's trusted financial guidance from Edward Jones - Julie G Kelly, CFP®|CRPC™.

5(1 reviews)

financial-advisor

$$$

Est. 1922

Directions Call Website

About

Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ offers professional financial guidance and consulting in Durham, NC. Located at 3100 Tower Blvd, Suite 1615, the practice supports clients with personalized financial planning and goal-focused strategies.

Photos

1 / 1

Location

3100 Tower Blvd Suite 1615, Durham, NC 27707, USA

Get directions

Information

3100 Tower Boulevard

Durham, NC, 27707

(919) 489-8111 www.edwardjones.com/us-en/financial-advisor/julie-kelly?y_source=1_OTY3NDk2LTcxNS1sb2NhdGlvbi53ZWJzaXRl

Is this your business?

Claim Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ to manage your storefront, respond to reviews, and receive customer leads.

Services

Retirement Planning

Customized strategies for retirement savings, income planning, and Social Security optimization.

Investment Management

Personalized portfolio management and investment advice to grow and protect your wealth.

Wealth Building Strategies

Comprehensive financial planning including estate planning, tax strategies, and goal setting.

Financial Consultation

One-on-one advisory sessions to assess financial health and develop actionable plans.

Risk Management

Guidance on insurance, asset protection, and risk assessment to safeguard your finances.

Reviews

No reviews yet — be the first to share your experience.

More businesses like this

View details →

financial advising

Durham, NC

Allworth Financial

Allworth Financial in Durham provides trusted retirement planning and financial guidance. Clients praise Eric and his team for integrity, transparency, and a conservative, client-focused approach that builds confidence and helps couples pursue a secure retirement.

5.0(5)

View details →

financial advising

Durham, NC

Collins Financial Advisors

Collins Financial Advisors delivers practical financial guidance and consulting in Durham, NC. Located at 3805 University Dr STE C, the firm serves as a trusted point of interest for clients seeking market-savvy advice. Reviews highlight Donna's smart guidance through market changes and a down-to-earth, engaging approach.

5.0(1)

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.

5.0(5)

View details →

financial advising

Durham, NC

Lily Wealth Partners

Lily Wealth Partners is a Durham-based finance consultant at 1738 Hillandale Rd, Durham, NC 27705. Clients describe Danielle as an experienced, knowledgeable advisor who clearly communicates strategies to help reach financial goals. The firm receives praise for guidance and approachability, though one review notes a missed follow-up after an intake.

4.2(5)

Personal Path Financial Planning cover image

View details →

financial advising

Durham, NC

Personal Path Financial Planning

Personal Path Financial Planning in Durham, NC offers independent, fee-only financial planning led by Mary McDonald. As a fiduciary who does not sell investment products, she provides transparent guidance with flat-rate or hourly options. Clients describe her as insightful, down-to-earth, and trustworthy for retirement planning and financial goals across a range of incomes.

5.0(1)

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

View details →

financial advising

Durham, NC

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

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.

5.0(4)

Directions Call