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: Andy Belk, CFP®|ChFC®
10715 Sikes Pl, Charlotte, NC
28277, United States
Reviews
3.7
3 reviews
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2
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1 star
1
- JBJ BurgessDec 20, 20235.0Andy is an excellent advisor and consultant. He listens and responds appropriately, using clear and straightforward terms. He and his associate Laura never seem rushed. They treat me as if I were their most important customer (and I'm sure I'm not). Just as importantly, Edward Jones is an excellent institution that treats customers with honesty and respect.
- SNSarah NussDec 22, 20225.0he rocks! made me so much money and is very organized. he knows what he’s doing and he goes out of his way for his clients.
- HBhoover belkFeb 16, 20141.0Nice guy . Have Edward Jones acct in SC and wanted to set up acct for new born grand son in NC and never called me or emailed me back. Efficient business man but I have another word for him.
Frequently Asked Questions About Edward Jones - Financial Advisor: Andy Belk, CFP®|ChFC®
What services does Edward Jones - Financial Advisor: Andy Belk offer?
Edward Jones - Financial Advisor: Andy Belk offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and financial advising.
Where is Edward Jones - Financial Advisor: Andy Belk located?
The office is located at 10715 Sikes Pl, Suite 110, Charlotte, NC 28277, United States.
How can I contact Edward Jones - Financial Advisor: Andy Belk?
You can contact them via phone at +1 980-983-6234 or +1 704-543-1290, or email andy.belk@edwardjones.com.
Can I book an appointment online with Andy Belk?
Yes, you can schedule a consultation online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/andy-belk/contact/.
Are there mobile apps available to access Edward Jones services?
Yes, Edward Jones offers mobile apps for Android and iOS devices, available via the Google Play Store and Apple App Store respectively.
What languages does Edward Jones - Financial Advisor: Andy Belk support?
The services are provided in English.
What nearby financial services can I find around Edward Jones - Financial Advisor: Andy Belk?
Nearby financial services include Edward Jones Financial Advisors such as Jon Johnston, Steven Echenique, Adam M Leach, Ryan Ramadan, and Curtis L Retzloff, as well as PrimeLending and other mortgage planners like Christopher Amodeo and Fairway Hannah and Ron Heaslet.
Are there real estate professionals near Edward Jones - Financial Advisor: Andy Belk?
Yes, several real estate agents and services like Heather Althof at Better Real Estate Carolinas, Bradley Hampton NC/SC Realtor, Rachel Cost - Real Estate, Beth Kelly, Elizabeth Jacobs Realtor, David Meyer Realtor, David Hoffman Realty, Cunningham Group - Compass Real Estate, The McGowan Group Realtors, Diana Bowler, Realtor, Tasha Cooper, Broker/Realtor Allen Tate Company, and Joe Naccarato, Allen Tate Providence @485 are located nearby.
What dining options are near Edward Jones - Financial Advisor: Andy Belk?
Pour Wine & Burger Bar, offering burgers, wine, and bar services, is a nearby dining option where you can relax before or after your appointment.
What should I consider when comparing Edward Jones - Financial Advisor: Andy Belk with competitors?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab. You may want to compare services, personal consultation approach, and investment options offered by each.