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Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™
Durham's trusted financial guidance from Edward Jones - Julie G Kelly, CFP®|CRPC™.
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Business
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Est. 1922
Durham's trusted financial guidance from Edward Jones - Julie G Kelly, CFP®|CRPC™.
No reviews yet
Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ offers professional financial guidance and consulting in Durham, NC. Located at 3100 Tower Blvd, Suite 1615, the practice supports clients with personalized financial planning and goal-focused strategies.
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Customized strategies for retirement savings, income planning, and Social Security optimization.
Personalized portfolio management and investment advice to grow and protect your wealth.
Comprehensive financial planning including estate planning, tax strategies, and goal setting.
One-on-one advisory sessions to assess financial health and develop actionable plans.
Guidance on insurance, asset protection, and risk assessment to safeguard your finances.
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