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.
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Edward Jones - Financial Advisor: Nickolas J Wilson, CFP®|AAMS®
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.
What are the office hours for Edward Jones - Financial Advisor: Nickolas J Wilson?
The office is open Monday to Thursday from 8:00 AM to 4:00 PM and Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact Nickolas J Wilson at Edward Jones?
You can contact Nickolas J Wilson by phone at +1 913-236-0436 or email at nick.wilson@edwardjones.com.
Does Edward Jones - Financial Advisor: Nickolas J Wilson offer online tools or apps?
Yes, Edward Jones offers mobile apps available on Android and iOS for managing investments and account information.
Can I book a financial consultation with Nickolas J Wilson online?
Yes, you can schedule a consultation through the Edward Jones website contact page for Nickolas J Wilson.
What languages are spoken at Edward Jones - Financial Advisor: Nickolas J Wilson's office?
Services are provided in English.
What nearby health services can I find close to Edward Jones - Financial Advisor: Nickolas J Wilson?
Nearby health services include De Novo Mental Health and Bardavon Health Innovations, providing counseling and occupational safety services respectively, which might be useful before or after your financial consultation.
Are there other financial advisors near Edward Jones - Financial Advisor: Nickolas J Wilson?
Yes, there is another Edward Jones Financial Advisor, Eric R Schmitt, located nearby if you want to explore different options for financial services.
What community or recreational facilities are near Edward Jones - Financial Advisor: Nickolas J Wilson?
The YMCA Association Resource Center is close by, offering gym facilities and community services where you might relax or engage in wellness activities around your appointment time.