Edward Jones - Financial Advisor: Jeff Weller, AAMS®

5.0
4 reviews

About

Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: 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

5.0
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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.