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Edward Jones - Financial Advisor: Jeff Miller, CFP®

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Raleigh, United States

edwardjones.com
Financial consultant· Finance broker· Investment service· Stock broker

Edward Jones - Financial Advisor: Jeff Miller, CFP® Reviews | Rating 5 out of 5 stars (4 reviews)

Edward Jones - Financial Advisor: Jeff Miller, CFP® is located in Raleigh, United States on 7201 Creedmoor Rd Suite 115. Edward Jones - Financial Advisor: Jeff Miller, CFP® is rated 5 out of 5 in the category financial consultant in United States.

Address

7201 Creedmoor Rd Suite 115

Phone

+1 9195182092

Accessibility

Wheelchair-accessible entrance

Open hours

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Erika Batez

I can't run out of positive things to say about Jeff Miller and his office. I'm very grateful I found him via a Google search. Everyone at his office is responsive, professional, and delightful to speak with to boot! Whether it's Jeff, Lisa, or Josh, I'm always left in a great mood for the rest of my day. They are all fantastic and knowledgeable people to work with. For reference, I'm a young adult that moved to the state a few months ago. I have a quite a bit of savings throughout multiple 401ks and liquid accounts. I've felt uncertain with how to efficiently utilize my money and ensure I'm making the correct decisions, so I sought Google for a financial advisor in the area. I found this firm by luck and I'm very grateful that I did. Jeff will consider your age, situation, and mindset, and then make long-term decisions that suit your goals. Lisa, the Senior Branch Office Administrator, is a wonderful person and fantastic administrator. You can count on her to take care of you. I haven't worked much with Josh yet, but he is also professional, polite, and knowledgeable about finances. In summary, Jeff is a fantastic financial advisor and everyone in his office has been a pleasure getting to know, as a client and as a person. I highly recommend him for anyone that has money to work with and isn't sure how to use it best. I have been his client for only a month, and I have no doubt that I will remain his client for years to come.

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Beth Gardner

Awesome experience working with Jeff. Been with him for several years and all his recommendations have proved to be in my interest. He iniates reviews of my accounts and looks after my best interests. He responds to my questions quickly and thoroughly. I would not consider using anyone else to protect my finances.

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Gail Miller

Always an excellent experience dealing with Jeff and his office! You may not always like what he has to say, but he is right! He puts his heart and soul into what he does and can predict trends. Jeff doesn't talk over you or down to you like some experiences we have had. I would highly recommend him. And no, we are not related:)

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Patricia Claypool

We have been with Jeff for over 15 years and my parents before us. Professional, knowledgeable and always on top of the latest information to guide us in our investment planning-he has never steered us wrong. Highly recommended for anyone looking for a dependable, trustworthy person to help them grow financially. Patricia Claypool

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