Business Details
About
Investment Service
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Joe Wind
305 N Caswell Rd, Charlotte, NC
28204, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
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1 star0
- SCShirley CallanMar 29, 20255.0Joe is a pleasure to work with. He offers sound advice if needed, returns calls promptly, and has knowledgeable solutions. He maintains a pleasant disposition with a good sense of humor and is enjoyable to be with.
Frequently Asked Questions About Edward Jones - Financial Advisor: Joe Wind
What services does Edward Jones - Financial Advisor: Joe Wind offer?
They offer financial advising, investment management, investment funds, and stock brokerage services.
What are the specialities of Edward Jones - Financial Advisor: Joe Wind?
Their specialities include 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
What are the business hours for Edward Jones - Financial Advisor: Joe Wind?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I schedule an appointment with Joe Wind at Edward Jones?
You can schedule an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/joe-wind/contact/.
Where is Edward Jones - Financial Advisor: Joe Wind located?
The office is located at 305 N Caswell Rd, Charlotte, NC 28204, USA.
What languages are spoken at Edward Jones - Financial Advisor: Joe Wind?
English is the language spoken at this location.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones offers mobile apps for both Android and iOS, available in the Google Play Store and Apple App Store respectively.
What nearby places can I visit before or after my appointment at Edward Jones - Financial Advisor: Joe Wind?
You can visit nearby places such as Elite Functional Performance gym, Sir Speedy Print, Signs, Marketing, or Presbyterian School of Nursing for a quick stop or errands.
Are there health and medical facilities near Edward Jones - Financial Advisor: Joe Wind?
Yes, nearby medical facilities include Novant Health CDC, Brian Curtin, MD, and OrthoCarolina Periprosthetic Joint Infection Center, which may be useful if you have medical appointments before or after your financial visit.
How can nearby transit or local services help me reach Edward Jones - Financial Advisor: Joe Wind?
Nearby service providers and real estate agents like W Realty Group and legal services such as Morgan Law are in the area, making it convenient to coordinate multiple appointments or services in one trip to this local business area.