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: Don Hartsoe, AAMS®
27 Catawba Street, Belmont, NC
28012, United States
Hours
Reviews
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1 star0
- JHJoel HorwichJun 20, 20254.0I placed my initial review with another server that I can no longer access, but i Feel that their work was better than my initial assessment reflected.
- JHJoel HorwichApr 1, 20233.0When I finally chose to close my account there after about 10 years, I believe I may have been down slightly. Certainly, I never made the money I was hoping to. Nice people, but they placed that money in certain funds and only seemed only to move it upon my request.
Frequently Asked Questions About Edward Jones - Financial Advisor: Don Hartsoe, AAMS®
What services does Edward Jones - Financial Advisor: Don Hartsoe, AAMS® provide?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored face-to-face financial advice.
What are the office hours for Edward Jones - Financial Advisor: Don Hartsoe, AAMS®?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, and on Friday from 9:00 AM to 4:30 PM. It is closed on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Don Hartsoe, AAMS® located?
The office is located at 27 Catawba Street, Suite B, Belmont, NC 28012, USA.
How can I contact Edward Jones - Financial Advisor: Don Hartsoe, AAMS®?
You can call them at +1 704-825-7006 or email don.hartsoe@edwardjones.com for inquiries.
Does Edward Jones - Financial Advisor: Don Hartsoe, AAMS® offer any online tools for retirement planning?
Yes, they offer a Retirement Savings Calculator available on their website to help clients prepare for retirement.
Can I schedule a consultation with Don Hartsoe online?
Yes, you can schedule a consultation through their online contact page at https://www.edwardjones.com/us-en/financial-advisor/don-hartsoe/contact/.
Are there other financial advisors near Edward Jones - Financial Advisor: Don Hartsoe, AAMS®?
Yes, nearby financial advisors include Edward Jones - Financial Advisor: Kelly H Barnett, R.J. Schrift Private Asset Management, and CJS Wealth Management, offering additional options for financial services in Belmont.
What local dining options are near Edward Jones - Financial Advisor: Don Hartsoe, AAMS®?
Nearby dining options include 10 Catawba (cocktail bar), Jekyll and Hyde Taphouse Grill (American restaurant and brewery), Nellie's Southern Kitchen (southern American cuisine), Pita Wheel (American and burger restaurant), Glenway Premium Pub (gastropub), and Johnny B’s Pizza.
Are there any wellness or recreational facilities near Edward Jones - Financial Advisor: Don Hartsoe, AAMS®?
Yes, Simply. yoga + wellness is a nearby yoga studio and gym offering wellness and sports activities.
What professional services are available close to Edward Jones - Financial Advisor: Don Hartsoe, AAMS®?
Close by, there are professional services like Abacus Business Solutions (accounting and tutoring), Aleigha Tucker Photography, Allure Wedding Photography, Image Source Commercial Photography & Video, and BBSI North Carolina Staffing (marketing and employment agencies).