Tackett Wealth Management
Financial Planner, Financial Consultant, Investment Service
1400 Crescent Green #214 Cary, NC 27518I really appreciate the care and detail that Tackett Wealth Management put into forming an investment strategy for us. The team treats you like family, and they always ha ... more
Edward Jones - Financial Advisor: Brad F McRae II, AAMS
Financial Consultant, Finance Broker, Investment Service
1616 Evans Rd Suite 201 Cary, North Carolina 27513Edward Jones - Financial Advisor: Tyler J Dean, CEPA|AAMS|CRPS
Financial Consultant
1003 High House Rd, Suite 104 Cary, North Carolina 27513Tyler was very professional and knowledgeable providing financial advices for my personal finances and my business finances. I highly recommend him for your financial adv ... more
Edward Jones - Financial Advisor: Jessie E Harris, CFP
Financial Consultant
1155 Kildaire Farm Rd, Suite 102 Cary, North Carolina 27511My parents were customers of Jessie Harris for several years. As their executor, I met with Jessie after my father’s sudden death. No one could have been kinder or made ... more
Allstate Personal Financial Representative: Paul Dowd
Financial Consultant, Insurance Agency, Life Insurance Agency
301 Pinner Weald Way STE 101, Ste 101 Cary, NC 27513Great Financial Representative!
Edward Jones - Financial Advisor: Ryan Tankelewicz
Financial Consultant
728 Slash Pine Drive Cary, North Carolina 27519Kenn is a talented, caring, successful professional financial advisor. Every encounter with him is thoughtful and focused. Genuinely enjoy his personality.
Edward Jones - Financial Advisor: Kenn Buckner
Financial Consultant
728 Slash Pine Drive Cary, North Carolina 27519Positive: Professionalism, Responsiveness
Brian Laughlin
Financial Consultant
100 Walnut Street Cary, North Carolina 27511Edward Jones - Financial Advisor: Jaime P Molina
Financial Consultant
2000 Regency Pkwy, Ste 265 Cary, North Carolina 27518Jaime and his team are extremely knowledgeable and provide excellent customer service. I highly recommend contacting him for a complimentary consultation. It could be t ... more
Edward Jones - Financial Advisor: Misty L Bussey, ChFC|AAMS
Financial Consultant
264 W Chatham St, Suite 103 Cary, North Carolina 27511Could not rave enough about Misty. She's very responsible, asks you about your opinions so she can recommend investments that don't clash with your values and learns abou ... more
Edward Jones - Financial Advisor: Darrin F Guay, CFP
Financial Consultant
140 Preston Executive Drive, Suite 100 Cary, North Carolina 27513Positive: Professionalism, Quality, Responsiveness, Value
Edward Jones - Financial Advisor: Ahmad M Quqa, AAMS
Financial Consultant
8000 Regency Pkwy, Suite 140 Cary, North Carolina 27518We have been with Mr. Quqa since 2019 now. He has given us the sense of security as we plan towards our retirement. His management of our financial portfolio under the up ... more
Brodie CPA,PLLC
Certified Public Accountant, Certified Public Accountant, Accounting Firm
2500 Regency Pkwy Cary, NC 27518Doing their work well. Can be counted on and trusted.
Edward Jones - Financial Advisor: Jonathan R Bandy, AAMS
Financial Consultant
1151 SE Cary Pkwy, Suite 102 Cary, North Carolina 27518Jonathan and I have worked together for years and he has always developed a tailored approach for my particular goals. Hes open minded and creative about financial soluti ... more
Fidelity Investments
Investment Service
580 New Waverly Place, Suite 240 Cary, North Carolina 27518How does anyone actually get through to this office to set an appointment???? They don't answer their phones and their location is by appointment only.
Edward Jones - Financial Advisor: Joel M Oliver, AAMS
Financial Consultant
2425 Kildaire Farm Rd, Suite 100 Cary, North Carolina 27518We have been working with Joel Oliver for around a year. He takes his job seriously and he is great to work with. We highly recommend him as a financial advisor.
Edward Jones - Financial Advisor: Mark P Despagni, AAMS
Financial Consultant
2550 Walnut St, Suite 200 Cary, North Carolina 27518Positive: Professionalism, Quality, Responsiveness, Value
Edward Jones - Financial Advisor: Amy L White
Financial Consultant
1616 Evans Rd, Suite 201 Cary, North Carolina 27513Mary Charles Nassif is a great financial advisor. She's friendly, down to earth and honest. She's also very practical and even keeled, which is reassuring and helpful the ... more
Edward Jones - Financial Advisor: Cole McGlothlin, AAMS
Financial Consultant
1151 SE Cary Pkwy, Suite 102 Cary, North Carolina 27518I recently had the pleasure of working with Cole, a financial advisor at Edward Jones, and I cannot recommend him enough. Cole's expertise and guidance were instrumental ... more
Edward Jones - Financial Advisor: Matthew J Gieszl, AAMS
Financial Consultant
125 Edinburgh South Dr, Ste 104 Cary, North Carolina 27511Edward Jones - Financial Advisor: Jason M Jonczak, CFP|AAMS
Financial Consultant
511 Keisler Drive, Suite 201 Cary, North Carolina 27518We've worked with Jason and his team for many years and could not be happier. Very professional and always available when any questions or concerns come up.
Pinnacle Retirement Solutions
Financial Planner, Financial Consultant, Financial Planner
1140 Kildaire Farm Rd #108 Cary, NC 27511Fred Hicks has been a great help tome for the last six years. He is knowledgeable, professional, caring and pleasant to work with. As a senior it is wonderful to have s ... more
Edward Jones - Financial Advisor: Rob Larson, AAMS|CRPC
Financial Consultant
1400 Crescent Green Drive, Suite 130 Cary, North Carolina 27518Excellent experience with this Edward Jones office. Friendly, professional and timely service for my specific needs and situation. Any and all of my questions and concern ... more
Edward Jones - Financial Advisor: Bradford Wilson, CFP
Financial Consultant
118 New Edition Court Cary, North Carolina 27511I would highly recommend Brad. He is very knowledgeable and honest. We were able to retire on target because of him.
Wells Fargo Advisors
Investment Service
1701 N HARRISON AVE CARY, North Carolina 27513Don't go to this bank, they just waste your time, I just need to open a business account, waited a month, no news, went to this bank three times, let me make an appointme ... more
Wells Fargo Advisors
Investment Service
305 COLONADES WAY CARY, North Carolina 27518COMPLETELY CLOSED FROM 11-12 FOR LUNCH?!
Third Dimension Advisors
Investment Service
1000 Centregreen Way Suite 200 Cary, NC 27513Positive: Professionalism, Quality, Responsiveness, Value
Edward Jones - Financial Advisor: Elizabeth Asbill, AAMS
Financial Consultant
Suite 101, 135 Parkway Office Ct Cary, North Carolina 27518Called to get some information about financial planning. The lady who answered the call was very rude when I asked if they service my area as I didn't know if they ha ... more
Michael Witkowski - Thrivent
Financial Planner, Financial Consultant
5000 Centregreen Way Ste 549 Cary, North Carolina 27513White Owl Financial
Investment Service
2601 Weston Parkway Suite 101 Cary, NC 27513MB Financial Capital
Investment Service
570 New Waverly Pl Ste 220 Suite 220 Cary, NC 27518WealthShield Partners
Investment Service
2500 Regency Parkway Cary, NC 27518Craig Poms
Financial Consultant
5000 Valleystone Drive, #110 Cary, North Carolina 27519Terry Parker
Financial Consultant
5000 Valleystone Drive, #110 Cary, North Carolina 27519Shellie Roberts
Financial Consultant
5000 Valleystone Drive, Suite 110 Cary, North Carolina 27519Retirement Solutions
Financial Consultant
1140 Kildaire Farm Road, ERA Building, Suite 200-6 Cary, NC 27511Mr. Hicks is a very professional man and he's very understanding and very nice. Thank for you business.
Hicks & Associates - Ameriprise Financial Services, LLC
Financial Planner, Investment Service
1225 Crescent Green #100, Ste 100 Cary, NC 27518Wells Fargo Advisors
Investment Service
10050 GREEN LEVEL CHURCH RD CARY, North Carolina 27519Went to open an account on 28th Dec - and was told that there is no one to help for the rest of the year. What a wonderful customer service to decline business!! I hope W ... more
Edward Jones - Financial Advisor: Jarrett T Corder, AAMS|CRPC
Financial Consultant
3434 Kildaire Farm Road, Suite 134 Cary, North Carolina 27518Kristin Sutton
Financial Consultant
5000 Valleystone Drive, #110 Cary, North Carolina 27519Edward Jones - Financial Advisor: Shawn M Wilson, CFP
Financial Consultant
1616 Evans Rd, Suite 201 Cary, North Carolina 27513Edward Jones - Financial Advisor: Kevin R Overcash, CFP|CEPA
Financial Consultant
1155 Kildaire Farm Rd, Suite 102 Cary, North Carolina 27511The Wealth Solutions Group
Investment Service
106B Fountain Brook Circle Cary, NC 27511Patsy Johnson
Financial Consultant
5000 Valleystone Drive Cary, North Carolina 27519Kevin Berry | Security Financial
Investment Service, Accountant, Financial Consultant
200 Cornerstone Dr Suite 201 Cary, NC 27519Capital Accounting Inc. dba Taxeagles
Accountant, Bookkeeping Service, Financial Consultant
600 E Chatham St STE D Cary, NC 27511Nice guy