Edward Jones - Financial Advisor: Nicolle Balesteri

5.0
11 reviews

About

Investment Service
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. Schedule an appointment today.

Location

Edward Jones - Financial Advisor: Nicolle Balesteri
320 Derby Street, Salem, MA
01970, United States

Reviews

5.0
11 reviews
5 stars
11
4 stars
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3 stars
0
2 stars
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1 star
0
  • EH
    elizabeth hutton
    Jul 10, 2025
    5.0
    A few years ago Nicolle created 529's for all of my grandchildren as well as transferred my 401K to a SEP IRA. She is incredibly knowledgeable, thorough and, most importantly she is patient and listened to my goals. Explains investment options so clearly. I'm also impressed with the Edward Jones system for keeping me heading in the right direction. I feel taken care of and looked out for by Nicolle, and by the Edward Jones system of rebalancing my investments.
  • LT
    Lena Touzos
    May 27, 2025
    5.0
    Nicolle is thoughtful, patient, extremely knowledgeable, and most importantly - personable. She made me feel so comfortable throughout the whole process!
  • IL
    Isabelle Leon
    May 27, 2025
    5.0
    Nicolle is an amazing person. Her work ethic, kindness and professionalism really shows. I highly recommend utilizing her services and making that outreach!
  • AC
    Ally Cote
    May 27, 2025
    5.0
    I can’t recommend Nicolle enough as a financial advisor. She brings genuine care for her clients’ goals and well-being. Whether you’re just starting to build a financial plan or looking to refine a long-term investment strategy, Nicolle takes the time to understand your unique needs and offers thoughtful, and tailored guidance. Nicolle is approachable, trustworthy, and always willing to explain things clearly. These are qualities that are hard to come by and truly make a difference. Working with Nicolle has given me peace of mind for my financial future, and I’m confident she will do the same for anyone who works with her.
  • LB
    Lia Balesteri
    May 27, 2025
    5.0
    Nicolle Balesteri has been an incredible financial advisor. She’s knowledgeable, trustworthy, and always takes the time to explain things clearly so I feel confident in my financial decisions. Nicolle truly cares about her clients and goes above and beyond to help me stay on track with my goals. I highly recommend her to anyone looking for smart, personalized financial guidance.

Frequently Asked Questions About Edward Jones - Financial Advisor: Nicolle Balesteri

What services does Edward Jones - Financial Advisor Nicolle Balesteri offer?

Nicolle Balesteri offers financial advising, investment management, investment funds, and stock brokerage services.

What specialties does Edward Jones - Financial Advisor Nicolle Balesteri have?

The specialties include 401(k), Roth IRA, 529 College Savings Plan, and life insurance.