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Edward Jones - Financial Advisor: Chad D McMichael
- Financial Services
- South Riding, VA
About this business
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Location details
24805 Pinebrook Rd #210, Ste 210, South Riding, VA, 20152, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 6:00 p.m. | |
| Tue | 8:30 a.m. to 6:00 p.m. | |
| Wed | 8:30 a.m. to 6:00 p.m. | |
| Thu | 8:30 a.m. to 6:00 p.m. | |
| Fri | 8:30 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Chad has exeptional Knowlege regarding financial things to help families. He helped me and various friends. I have been going to him from past 8 years for 401k, college tution plans and investments
Chad is our go-to person for financial planning and advice and knows the trade very well. He has been helping us grow our financial/wealth management portfolio(IRA, 401k, 529, Insurance, will/trust, and others) for the past 10 years. For new folks reading this review, don’t hesitate to reach out and have a chat with him. It would be time well spent. Thanks Chad for all you do.
Our family has been using Chads services since COVID. Customer service is fantastic. The phone app is easy to use. Chad is always available. Total financial health is primary focus, family planning, retirement, tax planning, insurance, trust and wills. Chad makes sure all the bases are covered. Portfolio returns are exceeding our expectations.
My husband and I have worked with Chad for several years and he’s first off been a trusted advisor for us all along. He meets with us on a regular basis. Explains the market, maps our strategic plan to our financial goals and personal temperament (meaning our appetite for taking risk) and adjusts and advises us where we are always comfortable and understand. He’s personable and professional and always quick to respond to our needs. Highly recommend Chad and his team to anyone seeking to grow and invest in their future.
I have had great experience with Chad. Extremely helpful and he goes through each and every thing to make us understand what is good for us. I am glad my kids' future is secure because of him
Frequently asked questions about Edward Jones - Financial Advisor: Chad D McMichael
How is Edward Jones - Financial Advisor: Chad D McMichael rated?
Edward Jones - Financial Advisor: Chad D McMichael has a 5 star rating with 9 reviews.
When is Edward Jones - Financial Advisor: Chad D McMichael open?
Edward Jones - Financial Advisor: Chad D McMichael is closed now. It will open at 8:30 a.m.
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