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.
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Edward Jones - Financial Advisor: Bart Carmichael, CFP®|ChFC®|AAMS®
Frequently Asked Questions About Edward Jones - Financial Advisor: Bart Carmichael, CFP®|ChFC®|AAMS®
What are the main services offered by Edward Jones - Financial Advisor: Bart Carmichael?
The main services include personalized investment services such as retirement planning, education savings, tax-efficient investment strategies, stocks and bonds management, and financial advising.
Where is Edward Jones - Financial Advisor: Bart Carmichael located?
It is located at 8430 Rea Road, Suite 130, Charlotte, NC 28277, in the Village At Robinson Farm area.
What are the office hours for Edward Jones - Financial Advisor: Bart Carmichael?
Monday to Friday from 8:30 AM to 5:00 PM. The office is closed on Saturdays and Sundays, with Saturdays available by appointment only.
How can I contact Edward Jones - Financial Advisor: Bart Carmichael?
You can contact the office by calling +1 704-541-4154 or emailing bart.carmichael@edwardjones.com.
Can I book an appointment online with Bart Carmichael?
Yes, you can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/bart-carmichael/contact/.
Does Edward Jones provide tools to help with retirement planning?
Yes, they offer a retirement savings calculator available online to help clients prepare for their financial future.
Which nearby places can I visit before or after my appointment at Edward Jones?
Nearby, you can visit the Village at Robinson Farm farmers market, Toast of Ballantyne for brunch, and Famous Toastery for breakfast or lunch options.
Are there any health-related facilities near Edward Jones on Rea Road?
Yes, Sojourn Direct Primary Care, The Brain Trainer, and M2 Medical Spa and Wellness are nearby for various health and wellness needs.
What financial service providers are located near Edward Jones - Financial Advisor: Bart Carmichael?
Nearby financial advisors include Edward Jones advisors Matthew J Malone, Mal Earles, Todd R Davis, and Vanderbilt Financial Planning.
Is Edward Jones - Financial Advisor: Bart Carmichael active on social media?
Yes, the firm has a Facebook page and is active on Twitter under the handle EdwardJones.