Edward Jones - Financial Advisor: Ryan G Monteleone, ChFC®|ABFP™|AAMS™ - Holly Springs, North Carolina

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Edward Jones - Financial Advisor: Ryan G Monteleone, ChFC®|ABFP™|AAMS™

Edward Jones is a prominent financial services firm, with a branch located at 329 Earnie Ln, Holly Springs, NC 27540, led by the capable financial advisor, Ryan G Monteleone, who holds the esteemed certifications of ChFC®|ABFP™|AAMS™. Ryan and his team specialize in providing customized financial solutions to help clients achieve their long-term financial goals. Some key areas they focus on include financial consulting, brokering, investment services, and stock market guidance.

To ensure a comfortable and accessible experience for all visitors, the office features wheelchair accessible parking, restrooms, and entrance, with appointments recommended to minimize waiting times. This level of attentiveness and consideration towards clients adds to the exceptional service they provide.

With a strong reputation in the area, Edward Jones has garnered 3 reviews on Google My Business, reflecting positively on the quality of their services. The average rating is a perfect 5/5, underscoring the high level of satisfaction among their clientele. One notable opinion highlights Ryan's professionalism, patience, and ability to address client concerns, making him an easy referral for others seeking financial guidance.

Specialties and Services

• Financial consultant
• Finance broker
• Investment service
• Stock broker

Contact Information

For those interested in learning more about the services offered by Edward Jones - Financial Advisor: Ryan G Monteleone, ChFC®|ABFP™|AAMS™, you can reach out to them directly at 95576629. Alternatively, visit their website to explore their offerings and gain further insights into their expertise: edwardjones.com.

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"summary": "Edward Jones, led by financial advisor Ryan G Monteleone, offers tailored financial solutions and services, including financial consulting, brokering, investment services, and stock guidance.",
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👍 Reviews of Edward Jones - Financial Advisor: Ryan G Monteleone, ChFC®|ABFP™|AAMS™

Bill C.

5/5

Ryan was a huge help with my mother account. She moved to the Cary area recently to an assisted living facility. After discussing her portfolio with Ryan we transferred her account to his firm. We appreciated his professionalism. He answered all our questions patiently. We were quite pleased. Ryan is a easy referral.

Michael B.

5/5

We have lived in seven states and glad to be back in North Carolina. i met Ryan through acquaintances in Holly Springs and we are even more happy that we found Ryan. He has done an outstanding job for Suzan and me. He is not only knowledgeable on money management, more importantly he is attentive and response, which has not been the case with other financial managers we have met. If you are new to the area, or just looking for a change, call Ryan.

Dave B.

5/5

Ryan is an awesome adviser and treats everyone like they are his biggest client. I've referred multiple clients and have always received great feedback. Thank you for the great service!