Business Details
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: Alex Price, CFP®|AAMS®
106 Kenwood St, Belmont, NC
28012, United States
Reviews
4.0
4 reviews
5 stars
2
4 stars
1
3 stars0
2 stars
1
1 star0
- JCJeanette CasatAug 19, 20245.0Alex has been a very helpful and trustworthy advisor. He and his team are always responsive to question and go above and beyond to help us. I’m aware the 2-star review was placed on Alex’s site but was a client of someone else, not of Alex.
- BWBrian WallaceNov 15, 20225.0Alex has been fantastic to work with. He has helped me a lot the last couple of years. I would highly recommend.
- JHJoel HorwichNov 6, 20222.0After about a decade as a client, I finally pulled the plug. Not certain I ever made any money with this Firm, although I believe I lost some. My program was like putting all my money on the red and spinning the wheel . Eventually, the market won. I lost. Now I'm gone.
Frequently Asked Questions About Edward Jones - Financial Advisor: Alex Price, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor: Alex Price, CFP®|AAMS® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client goals.
How can I contact Alex Price, the financial advisor at Edward Jones in Belmont, NC?
You can contact Alex Price via the main phone at +1 704-908-6362 or email at alex.price@edwardjones.com.
Where is Edward Jones - Financial Advisor: Alex Price, CFP®|AAMS® located?
The office is located at 106 Kenwood St, Belmont, NC 28012, United States.
Is Edward Jones - Financial Advisor: Alex Price available for appointments online?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/alex-price/contact/.
Does Edward Jones offer any digital tools or apps?
Yes, Edward Jones provides mobile apps available on both Android and iOS platforms for managing investments and financial planning.
What languages are spoken at Edward Jones - Financial Advisor: Alex Price's office?
Services are offered in English at this location.
Are there nearby mortgage brokers to assist customers after visiting Edward Jones?
Yes, nearby mortgage brokers include Brandon Larsen and Guild Mortgage - Brandon Larsen, who can help with home financing needs.
What restaurants are close to Edward Jones advisor Alex Price's office for dining options before or after appointments?
Nearby dining options include Belmont Food & Beverage, The Bottle Tree, Supply Bistro & Spirits, and The Lodge Tavern and Tap.
Are there any postal services near Edward Jones in Belmont?
Yes, the Belmont Post Office, USPS, United States Postal Service, and US Post Office are all nearby for mailing and shipping needs.
Can customers visit other financial services or advisors near Edward Jones in Belmont?
Yes, nearby financial services include Edward Jones advisor Trevor Wilson and CJS Wealth Management for additional financial advising and investment support.