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Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS™ Owner verified
77 Vilcom Center Drive Suite 160 Chapel Hill, NC, 27514Last time updated: 3/12/25, 6:18 PM
About
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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Frequently Asked Questions
When was Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS™ founded?
Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS™ was founded in 1922.
Which days is Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS™ open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS™ specialize in?
English.
What are Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS™ specialties?
Stocks & Bonds, Investment Managers, Advisors.
What are Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS™ main products?
Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker.
What are Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS™ main services?
Stocks & Bonds, Investment Managers, Advisors.
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