Edward Jones - Financial Advisor: James E Mitchell III, CFP®|CLU®|AAMS™ - Sanford, North Carolina

Edward Jones - Financial Advisor: James E Mitchell III, CFP^®|CLU^®|AAMS^™

Address: 1622 S 3rd St, Sanford, NC 27330

Phone: 97751861

Website: edwardjones.com

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

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

Opinions: This company has 2 reviews on Google My Business.

Average opinion: 5/5.

Edward Jones Financial Advisor James E. Mitchell III, CFP^®, CLU^®, AAMS^™ has been a trusted financial advisor for many years. His expertise and personalized approach have made him a top choice for individuals and families seeking financial guidance. With his certifications in Certified Financial Planner (CFP^®), Chartered Life Underwriter (CLU^®), and Accredited Asset Management Specialist (AAMS^™), he is well-equipped to help clients navigate the complexities of investing and financial planning.

Located at 1622 S 3rd St, Sanford, NC 27330, the office is easily accessible and offers wheelchair accessible parking, restrooms, and entrance for all clients. Appointments are recommended, but walk-ins are also welcome.

Client testimonials highlight James' integrity and dedication to his clients' best interests. One satisfied client states, "James Mitchell has been our financial advisor for a number of years. He and his staff are honest folks, one who is his wife. I feel like they are my family." This sentiment is echoed by other clients, who appreciate the personal attention and expert guidance provided by James and his team.

In addition to his professional qualifications, James and his staff are committed to providing exceptional customer service, making Edward Jones a top choice for those seeking a reliable and experienced financial advisor in Sanford, NC.

👍 Reviews of Edward Jones - Financial Advisor: James E Mitchell III, CFP®|CLU®|AAMS™

Beverly T.

5/5

James Mitchell has been our financial advisor for a number of years. He & his staff are honest folks, one who is his wife. I feel like they are my family. We moved from Sanford approx. 3 years ago. He is still our financial advisor. We communicate by phone without issues. I’m not sure I feel this way about many people. If something happens to my husband, I know he will honestly take care of me. I am not a financial person. I recommend him without hesitation.

Judith J.

5/5