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: John V O'Connor
1441 Heather Lane, Charlotte, NC
28209, United States
Reviews
5.0
6 reviews
5 stars
6
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1 star0
- MWMatthew WhittingtonApr 10, 20255.0I’ve had the pleasure of getting to know John and can confidently say he’s someone who truly excels in his field. He’s extremely knowledgeable, professional, and passionate about helping others achieve their financial goals. It’s clear he genuinely loves what he does, and that energy shines through in the way he approaches his work. If you’re looking for someone who’s dedicated, sharp, and truly cares about their clients, John is your guy.
- RWRory WitkowskiFeb 21, 20245.0My family has been working with John for almost 2 years. Under his guidance and advice we have been able to purchase a home and grow our family. John uses your life goals as the plan to your financial future. We cannot recommend him enough!
- MBMegan BursellJan 31, 20245.0John is an amazing financial planner and walks through the process so easily! He talks to you like a real person and its just as if you were sitting down with a friend! I trust john with my money and my future!!
- LTLinda Grace ThorneOct 3, 20235.0Thanks so much to John for handling my assets. The most compassionate and thorough advisor you can find.
- ADAnthony D'ArrigoApr 4, 20225.0John is a fantastic advisor, with a good heart and an even better eye for the market. If you're looking to seriously invest your money, this guy will fight to the ends of the Earth for you. Could not recommend him any higher!
Frequently Asked Questions About Edward Jones - Financial Advisor: John V O'Connor
What services does Edward Jones - Financial Advisor: John V O'Connor provide?
They provide financial advising, investment management, investment funds, and stock broker services.
What financial specialties does John V O'Connor focus on?
He specializes in 401(k), Roth IRA, 529 College Savings Plan, and Life Insurance.
How can I schedule an appointment with John V O'Connor?
You can schedule an appointment by visiting their reservation page at https://www.edwardjones.com/us-en/financial-advisor/john-oconnor/contact/.
What is the contact phone number for Edward Jones - Financial Advisor: John V O'Connor?
The main phone number is +1 704-565-5161.
Where is Edward Jones - Financial Advisor: John V O'Connor located?
They are located at 1441 Heather Lane, Suite B, Charlotte, NC 28209, USA.
Does Edward Jones - Financial Advisor: John V O'Connor have a mobile app?
Yes, their services are available via Android and iOS apps available on Google Play and the Apple App Store.
What languages are supported at Edward Jones - Financial Advisor: John V O'Connor?
They offer services in English.
Are there other Edward Jones financial advisors nearby?
Yes, nearby Edward Jones advisors include Julian R Gonzales and Tim Petrinec, which might be convenient alternate contacts.
What nearby businesses can I visit before or after meeting with John V O'Connor?
Nearby you can visit ProMotion Chiropractic for health needs, Jenn's Studio for hair and beauty services, or Pompous Peasant for antiques and retail shopping.
Are there financial institutions near Edward Jones - Financial Advisor: John V O'Connor that can assist with banking?
Yes, Bank OZK and Bank of America ATM are nearby for your banking and ATM needs.