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: Danny Vey, CFP®
7251 Pineville Matthews Rd, Charlotte, NC
28226, United States
Hours
Reviews
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- ASAndrea SiniardFeb 18, 20255.0I wish I could give 6 starts to this place, specially to Joseph. We went today with my husband cause we’re suspecting a scam through a fake platform REPLY, and Joseph pretty much saved us from being victims of that. THANKS EDWARD JONES team. ❤️
- TMTeresa MitchinerFeb 28, 20245.0I highly recommend Danny. He is patient, so informative, and helpful. He knows his stuff!
- PWPeter WasmerDec 13, 20195.0Excellent
Frequently Asked Questions About Edward Jones - Financial Advisor: Danny Vey, CFP®
What services does Edward Jones - Financial Advisor: Danny Vey, CFP® provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual goals.
Where is Edward Jones - Financial Advisor: Danny Vey, CFP® located?
It is located at 7251 Pineville Matthews Rd, Suite 200, Charlotte, NC 28226, United States.
What are the business hours for Edward Jones - Financial Advisor: Danny Vey, CFP®?
They are open Monday to Friday from 8:30 AM to 4:00 PM and closed on Saturdays and Sundays.
How can I contact Edward Jones - Financial Advisor: Danny Vey, CFP®?
You can call them at +1 704-544-5040 or email danny.vey@edwardjones.com.
Can I schedule a consultation with Edward Jones - Financial Advisor: Danny Vey, CFP® online?
Yes, you can schedule a consultation through their contact page at https://www.edwardjones.com/us-en/financial-advisor/danny-vey/contact/.
Are there mobile apps available for Edward Jones services?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms.
What languages are supported by Edward Jones - Financial Advisor: Danny Vey, CFP®?
They provide services in English.
Which nearby beauty salons can I visit along with Edward Jones - Financial Advisor: Danny Vey?
Nearby beauty salons include Eden Skin and Body Institute, Beauty Sleep Skin Care, and Renegade_Glamour. You can enjoy a spa visit before or after your financial consultation.
Are there any nearby real estate agents around Edward Jones - Financial Advisor: Danny Vey?
Yes, nearby real estate agents include Special Agent Royal, Jamie Larsen Waxhaw Real Estate, Highgarden Real Estate Charlotte NC, Sandra Norman Highgarden Real Estate, and Betsy Jasinski. These could be helpful if you are interested in property investments.
What fitness or recreational options are available near Edward Jones - Financial Advisor: Danny Vey's office?
Nearby fitness venues include Charlotte Fitness Group and Fight Crew 51 Charlotte, offering gyms and active life activities to complement your visit.