Add a Business Sign in / Sign Up Add a review

Kelly Wealth Management Team
Verified by yext

3100 Tower Blvd, Suite 1615,

Durham, NC, 27707

0 review
Business claimed Last updated: 2 months ago
About Kelly Wealth Management Team

Client care is one of the most rewarding aspects of our work as a team at Edward Jones. We seek to form deep relationships with our clients, which affords us the opportunity to help them define their Go to full description...

Contact information

Phone numbers
Business hours
M-Th 8am-5pm, F 8am-4pm, Sa-Su Closed (Web Conferencing)
Business website

Images and videos (3)

Additional business details

Client care is one of the most rewarding aspects of our work as a team at Edward Jones. We seek to form deep relationships with our clients, which affords us the opportunity to help them define their own financial success, visualize and plan for long-term generational wealth, and prepare for life's inevitable transitions. We offer a client-first approach, combined with innovative technology and partnerships with our clients' trusted legal and tax professionals. This combination helps our clients to develop a sense of ease and security that comes with financial confidence. Our team looks forward to earning your trust and working with you and your family to help meet your wealth-building goals.
Services: Financial Advising, Investment Management, Investment Funds, Stock Broker
Specialties: 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs
Languages: English
write a review
9194898111
Business website
Address and directions
Contact information
Photos and videos
Write review
Additional information