Edward Jones - Financial Advisor: Nickolas J Wilson, CFP®|AAMS®

5.0
5 reviews

About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Nickolas J Wilson, CFP®|AAMS®
6901 Shawnee Mission Pkwy, Overland Park, KS
66202, United States

Hours

Reviews

5.0
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  • AR
    Alison R
    Nov 20, 2020
    5.0
    Extremely knowledgeable and guided us in the right direction for our financial needs.
  • KR
    Ken Redmond
    Nov 18, 2020
    5.0
    Nick, Is very attentive to his clients. He provides excellent advice on where the best options are based on his clients needs. He is always available, if he is in a meeting, he always returns your phone calls. He proactively reaches out to the clients to provide updates, or just to see how things are going. I’ve been with Nick for several years and not once has he failed to meet expectations. So you get excellent quality at a very reasonable price. His advice, check in phone calls, and scheduled meetings to review our portfolio is outstanding. Nick is very professional, and friendly. If I were looking for someone that I wanted to invest with, I would save time and go with Nick. He is simply the best. If you are referred to another professional that Nick has mentored, I would willing to accept that, as I know the professionalism Nick has taught them.

Frequently Asked Questions About Edward Jones - Financial Advisor: Nickolas J Wilson, CFP®|AAMS®

What financial services does Edward Jones - Financial Advisor: Nickolas J Wilson offer?

The advisor provides personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and stock & bond brokerage.

Where is Edward Jones - Financial Advisor: Nickolas J Wilson located?

The office is located at 6901 Shawnee Mission Pkwy, Ste 115, Overland Park, KS 66202, USA.