Edward Jones - Financial Advisor: Lee Dunn, AAMS™ - Clayton, North Carolina

Edward Jones - Financial Advisor: Lee Dunn, AAMS™

Edward Jones - Financial Advisor: Lee Dunn, AAMS™ is a reputable financial services firm located at 14 Flowers Xrds Wy Suite 103, Clayton, NC 27527. The firm specializes in providing personalized financial advice and services to clients, with a focus on investments, retirement planning, and wealth management.

Specialties: Financial consultant, Finance broker, Investment service, Stock broker

Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended

Opinions: This company has 2 reviews on Google My Business. The average opinion is 5/5.

With years of experience in the financial industry, Lee Dunn has built a strong reputation for providing exceptional service and tailored solutions to meet his clients' unique needs. Whether you are looking to grow your investments, plan for retirement, or manage your overall financial portfolio, Lee Dunn and his team are well-equipped to provide expert guidance and support.

The firm's commitment to personalized service sets them apart from other financial advisors. Lee Dunn takes the time to understand each client's individual circumstances, goals, and risk tolerance, allowing him to develop customized strategies that align with their specific needs and objectives.

In addition to his professional expertise, Lee Dunn is known for his empathetic and approachable nature. Clients appreciate how he not only focuses on their financial well-being but also takes a genuine interest in their personal lives and situations. This holistic approach to financial planning has earned Lee Dunn a loyal client base and a strong reputation in the industry.

To learn more about Edward Jones - Financial Advisor: Lee Dunn, AAMS™ and explore how they can help you achieve your financial goals, visit their website at edwardjones.com or contact them directly at 95502516.

Address: 14 Flowers Xrds Wy Suite 103, Clayton, NC 27527

Phone: 95502516

Website: edwardjones.com

👍 Reviews of Edward Jones - Financial Advisor: Lee Dunn, AAMS™

Nick D.

5/5

We are a younger, married couple and it doesn't matter your portfolio size Lee treats us like we are just as important as his bigger clients. Not only reaches out about "business" but takes time to reach out about personal situations too. Fortunate to have him and highly recommend for your personal financial advisor.

Paul G. B.

5/5

Lee Dunn has successfully guided my family's finances for many years. He listens carefully and his advice has always been spot on through the ups and downs. Most highly recommended.