Edward Jones Investments
Edward Jones Investments
March 2018
Tacye L.
HR Manager in
Durham, NC
Arrival
Raffle Prize
Giveaways
Stands Up & Interactive
Friendly & Educational
May 2018
Rocky D.
HR Manager in
Raleigh, NC
Arrival
Raffle Prize
Giveaways
Stands Up & Interactive
Friendly & Educational
June 2018
Crystal T.
HR Manager in
Durham, NC
Arrival
Raffle Prize
Giveaways
Stands Up & Interactive
Friendly & Educational
October 2018
Kristin E.
HR Manager in
Morrisville, NC
Arrival
Raffle Prize
Giveaways
Stands Up & Interactive
Friendly & Educational
Great vendor that provided a different dynamic to our health and wellness fair. Generated lots of employee interest and questions.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
We help clients organize, grow, protect, and transfer their assets in accordance with a personalized financial plan and investment strategy.
Raffle Prize: Gift cards or baskets
Interactive Element: Vistors are welcome to come into our space for conversations and questions that they may have. We provide tangible learning materials to help guests grow as investors.
Brings Printed Materials: Yes
Brings Giveaways & Freebies: Yes
Nick Seligman
5 Cancellations
Verified Email
Verified Phone
Verified Linkedin