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- General Info
- 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.
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- Advisors Financial Advisor Funds Investment Investment Management Investment Managers Stock & Bond Broker Stocks & Bonds
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- North Raleigh
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- Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents
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Reviews
I love working with Valerie! I didn't even think I could afford to plan for my future at this time in my life, but Valerie met me where I was and helped put me on a path that worked for me. She inspired me to care for myself through my finances. As a Certified Financial Planner, she brings so much knowledge and experience to the table. She showed compassion to me as a single woman and that was the cherry on top! Thank you Valerie!
Valerie is the CFP you need to manage your Money! She’s Knowledgeable, Experienced, Friendly and Super Professional. Trust your Financial Future to Valerie… you’ll be glad you did
I was so blessed to have Valerie Hoy with Edward Jones help me with my retirement planning. She is honest, direct, and knows how to explain complicated things in a way I can understand. She has a particular interest in helping women through the transition of divorce and understands the complexities that go along with those who have been divorced or widowed. She volunteers her time with her church as well serving families by offering free informational seminars on divorce. Valerie is the best Certified Financial Planner in the Wake Forest and Raleigh are and I highly recommend her!
Valerie is well educated and knows a lot about the ever changing economy. I feel like she genuinely cares about all of her clients. She promotes a safe environment to discuss things like retirement. Valerie has a great way of explaining things in layman's terms and is so compassionate.
Met with Valerie Hoy regarding my investments. Very impressed with Valerie as she has been in this industry for over a decade. If you need some help on starting your retirement plan or even a second set of eyes on what you currently have, I suggest you meeting with Valerie Hoy at Edward Jones.
I had the pleasure of having Valerie review my finances and help consolidate some 401k plans that I had from previous employers. Her suggestions were concise and relevant to my personal goals.
Valerie took the time to listen to my goals and help me pick a plan that I am happy with. She also took care of all of the forms so all I had to do was stop by the office and sign a few papers.
Details
Phone: (919) 841-0892
Address: 10320 Durant Rd Ste 111, Raleigh, NC 27614
Website: website
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