Edward Jones - Financial Advisor: Benjamin C Asseff, CFP®|AAMS®
5.06 reviews
Business Details
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: Benjamin C Asseff, CFP®|AAMS®
8133 Ardrey Kell Rd, Charlotte, NC
28277, United States
Hours
Reviews
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- JYJames YokeleySep 9, 20195.0Ben has been a true financial partner for me and my business, both growth and success. His consummate professionalism is apparent constantly through proactive communications, detailed analysis and clear grasp of financial investment knowledge. All welcomed when trying to secure my personal and business financial future! Strongly recommend to anyone to at least have a discussion with Ben.
- AIAsseff InsuranceSep 3, 20195.0Great Advisor! Professional and courteous!
- ASAndrew SuterAug 3, 20195.0Ben is an absolute professional at the financial planning business. His dedication to his customs surpasses other financial institutions. Been a customer now for years and we have become more like close friends which is rare in this type of business .
- JYJey YokeleyFeb 23, 20195.0Ben’s professionalism and dedication to his clients are second to none. It is rare to find a FA that not only takes the time to understand your finances, but also takes the time to understand you as a person. If you are looking for someone who you can trust I highly recommend giving Ben a call.
- LFLeo T. FlynnFeb 14, 20195.0My family has entrusted Ben with our portfolio for years. He is exceptionally knowledgeable, personable and professional. Highly recommended.
Frequently Asked Questions About Edward Jones - Financial Advisor: Benjamin C Asseff, CFP®|AAMS®
What financial services does Edward Jones - Financial Advisor: Benjamin C Asseff offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual clients.
What are the office hours for Edward Jones - Financial Advisor: Benjamin C Asseff?
The office is open Monday to Thursday from 8:00 AM to 4:30 PM, Friday from 8:00 AM to 4:00 PM, and is closed on Saturdays and Sundays unless by appointment.
Where is Edward Jones - Financial Advisor: Benjamin C Asseff located?
The office is located at 8133 Ardrey Kell Rd, Suite 105, The Fountains, Charlotte, NC 28277, USA.
How can I schedule an appointment with Benjamin C Asseff at Edward Jones?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/benjamin-asseff/contact/.
What languages are supported at Benjamin C Asseff's Edward Jones office?
Services are offered in English.
How can I contact Edward Jones - Financial Advisor: Benjamin C Asseff?
You can contact them by phone at +1 704-708-4515 or via email at benjamin.asseff@edwardjones.com.
Are there dining options near Edward Jones - Financial Advisor: Benjamin C Asseff that I can visit before or after my appointment?
Yes, nearby restaurants include Bisonte Pizza, Anzi Pizzeria & Pasta, Circles Grill and Market, La Catrina Mexican Grill, Miku Japanese Restaurant, and Quiznos sandwich shop.
Is there public transit or other financial services near Edward Jones that might be useful for clients?
Nearby financial service providers include Edward Jones - Financial Advisor: Jonathan P Kirk, AAMS, Danielle Bontkowski (Mortgage Loan Officer), and Ken Costanza: Allstate Insurance, which can offer complementary financial or insurance services.
Are there wellness or medical facilities near Edward Jones that clients may want to visit?
Yes, nearby health facilities include Euro Hearing Solutions, Providence Plastic Surgery, Revita Medical Wellness, and Handprints and Footsteps Pediatric Therapy.
What makes Edward Jones - Financial Advisor: Benjamin C Asseff different from competitors like Merrill Lynch or Schwab?
Edward Jones emphasizes personalized face-to-face consultations tailored to individual goals to ensure clients feel confident and secure in their financial future.