Edward Jones - Financial Advisor: Mike Durham - Hickory, North Carolina

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Edward Jones – Financial Advisor: Mike Durham – A Comprehensive Overview

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For individuals and families seeking reliable and personalized financial guidance, Edward Jones – Financial Advisor: Mike Durham presents a compelling option. Located at 3023 N Center St, Hickory, NC 28601, Mr. Durham offers a comprehensive suite of financial services designed to help clients achieve their long-term goals. His phone number is 82565660, and prospective clients can learn more and schedule an appointment on his website: edwardjones.com. Mr. Durham’s expertise encompasses a wide range of financial disciplines, including acting as a Financial Consultant, a Finance Broker, an Investment Service provider, and a Stock Broker.

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Key Features and Services

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Edward Jones distinguishes itself through its commitment to building lasting relationships with clients. Unlike many firms that prioritize volume, Edward Jones focuses on understanding each client’s unique circumstances, financial objectives, and risk tolerance. Mike Durham embodies this philosophy, taking the time to thoroughly assess a client’s current financial situation and collaboratively develop a tailored strategy. The firm’s approach emphasizes education and transparency, ensuring clients are fully informed and comfortable with every decision.

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• Personalized Financial Planning: Mr. Durham specializes in crafting detailed financial plans encompassing retirement planning, education funding, estate planning, and investment strategies.

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• Investment Management: He offers a diverse range of investment options, including stocks, bonds, mutual funds, and ETFs, carefully selected to align with client goals and risk profiles.

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• Retirement Planning: A significant component of his service involves helping clients navigate the complexities of retirement savings, including 401(k)s, IRAs, and Social Security.

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• Estate Planning Assistance: Mr. Durham can assist clients in establishing wills, trusts, and other estate planning documents to ensure their assets are distributed according to their wishes.

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Accessibility and Amenities

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Mr. Durham’s office is designed to be welcoming and accessible to all clients. The location at 3023 N Center St in Hickory, NC, features a Wheelchair Accessible Parking Lot and Wheelchair Accessible Entrance. Furthermore, a Wheelchair Accessible Restroom is available on-site. Appointments are recommended to ensure adequate time for a thorough consultation. The office environment is conducive to open and productive discussions, fostering a comfortable atmosphere for clients to explore their financial needs.

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Client Feedback and Reputation

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The company consistently receives positive feedback, as evidenced by its impressive Average Opinion: 5/5 on Google My Business. While specific comments are not directly cited, the overwhelmingly positive reviews suggest a dedication to client satisfaction and a commitment to providing exceptional service. Many clients appreciate Mr. Durham’s approachability, his willingness to explain complex financial concepts in a clear and understandable manner, and his genuine concern for their financial well-being. It’s clear that clients value his dedication to their individual needs and his proactive approach to financial planning. The firm’s focus seems to be on building trust and providing ongoing support, which is a cornerstone of long-term financial success. The volume of reviews indicates a consistently positive experience for a notable number of clients.

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Contact Information and Scheduling

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To schedule an appointment with Edward Jones – Financial Advisor: Mike Durham, please contact him directly at 82565660. Alternatively, you can visit his website at edwardjones.com to learn more about his services and to request a consultation. We encourage prospective clients to reach out and discuss their financial goals with Mr. Durham.

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"summary": "Edward Jones Financial Advisor Mike Durham offers personalized financial planning and investment services in Hickory, NC, prioritizing client relationships and long-term financial goals with accessibility and a 5/5 average client rating.",
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👍 Reviews of Edward Jones - Financial Advisor: Mike Durham

Marsha G.

5/5

Went to see Mike last week to get started with investing. He was very nice, very informative and great with explanation!!! Doesn't mind showing you and sharing with you what he thinks is good choices for your.portfolio. Would highly recommend for seasoned or unseasoned clients wanting to tuck something away for their future.