Edward Jones - Financial Advisor: Jeff Weller, AAMS®

5.0
4 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: Jeff Weller, AAMS®
929 New Leicester Hwy, Asheville, NC
28806, United States

Hours

Reviews

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  • DH
    Diane Hamby
    Sep 30, 2024
    5.0
    Great Financial Advisor as well as a genuinely great guy!! Highly recommend!!
  • BG
    Britt Gordon
    Mar 29, 2023
    5.0
    Jeff and Susan work hard to help your future financial planning be what you want and need . They’re not magicians nor cannot control the stock market but keep you informed and help manage your retirement to reach and achieve goals.
  • JF
    Jan Filitti
    Jun 2, 2017
    5.0
    Even though I'm 63, Jeff was my first financial advisor. He was recommended to me highly by a friend. I made an appointment just to open a particular type of IRA called a SIMPLE IRA. He not only took care of that superbly (spreading my $15,000 contribution to 3 different sources, each coming due in different years to spread it out - something I hadn't thought to do) he also made suggestions for an annuity I had and proposed a few other ideas. He is knowledgeable and took the time to listen to my needs. I never felt pressured - far from it. I can highly recommend Jeff and his assistant (I think she has a more prestigious title and she should - she is really on top of things) Susan.

Frequently Asked Questions About Edward Jones - Financial Advisor: Jeff Weller, AAMS®

What services does Edward Jones - Financial Advisor: Jeff Weller, AAMS® offer?

Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.

Where is Edward Jones - Financial Advisor: Jeff Weller, AAMS® located?

Our office is located at 929 New Leicester Hwy, Suite 9, Asheville, NC, 28806, US.