John Soles - Financial Advisor - Edward Jones

John Soles - Financial Advisor - Edward Jones Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from John Soles - Financial Advisor - Edward Jones, Financial service, 8470 Falls of Neuse Road, Suite 106, Raleigh, NC.

From personalized financial strategies to lifelong partnerships, an Edward Jones financial advisor supports clients at e...
10/08/2024

From personalized financial strategies to lifelong partnerships, an Edward Jones financial advisor supports clients at every stage of life. Explore the role and learn what a day in the life of a financial advisor looks like in our latest Careers blog.

Learn more about the day-to-day responsibilities of a financial advisor.

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security...
10/07/2024

With today’s ever-changing economic environment, certificates of deposit (CDs) can help offer a higher level of security for your savings and income dollars.

You can buy certificates of deposit at your local bank, but Edward Jones may be an even better option.

Planning to add a child (or children) to your family? Consider these financial steps to help you feel more confident for...
10/06/2024

Planning to add a child (or children) to your family? Consider these financial steps to help you feel more confident for what lies ahead. Then let's schedule time to discuss potential strategies for the added expenses that come with expanding your family.

Use this checklist to prepare

More and more people are meeting their significant others online via social media or dating apps. As such, scam artists ...
10/05/2024

More and more people are meeting their significant others online via social media or dating apps. As such, scam artists are using these tools to develop online relationships with unsuspecting victims, sometimes duping them of their hard-earned money. Here are some red flags to look for to protect yourself and your loved ones:

Stay informed

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read ...
10/04/2024

It's important to understand what makes wills different from trusts when strategizing a comprehensive estate plan. Read about the differences here and let's discuss how I can work with your estate-planning professionals to help ensure your estate plan matches your goals.

It's crucial to create an estate plan that leaves the legacy you desire. Understanding the difference between wills and living trusts can help.

Every life insurance option comes with both benefits and trade-offs. We spend time getting to know you so we can help yo...
10/03/2024

Every life insurance option comes with both benefits and trade-offs. We spend time getting to know you so we can help you determine which choice is right for YOUR situation.

See if it’s right for you

At Edward Jones, we firmly believe that no two investors are alike. That's why we focus on getting to know you and your ...
10/02/2024

At Edward Jones, we firmly believe that no two investors are alike. That's why we focus on getting to know you and your priorities. Learn more about the account options we offer and how they help YOU choose how to work with us.

Strategies with you in mind

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more ab...
10/01/2024

Just because you're a one-person business doesn't mean you can't plan for retirement like a large company. Learn more about our Edward Jones Owner K®️ — an owner-only 401(k) plan for business owners with no employees except their spouses — and whether it could suit your needs.

Read through your options

Markets have performed quite well in the lead up to this year's U.S. presidential election. As we advance toward – and b...
09/30/2024

Markets have performed quite well in the lead up to this year's U.S. presidential election. As we advance toward – and beyond – November 5th, our latest Weekly Market Wrap provides perspective on what markets have done after elections as well.

A summary of last week's market highlights and economic news.

I understand your life is a series of overlapping decisions. Let's talk about your priorities (and potential trade-offs)...
09/30/2024

I understand your life is a series of overlapping decisions. Let's talk about your priorities (and potential trade-offs) when it comes to saving for your child's education without sacrificing goals you want to achieve in retirement.

Your financial advisor can help you balance your saving strategy to achieve both goals.

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things...
09/29/2024

Is it time to kick your retirement planning into high gear? Review this checklist to make sure you understand how things like Social Security, health care expenses and transitions from saving to spending could affect your income strategy after you retire.

Read through this checklist

Unlock your Financial Freedom with lessons designed to help your holistic financial health.
09/28/2024

Unlock your Financial Freedom with lessons designed to help your holistic financial health.

Learn more about how you can develop healthy financial habits needed for financial well-being. From Edward Jones and EVERFI

Address

8470 Falls Of Neuse Road, Suite 106
Raleigh, NC
27615

Telephone

+19198444577

Website

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