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: Mike Schmidt, CFP®
1441 Heather Lane, Charlotte, NC
28209, United States
Reviews
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- JHJeremy HozjanMar 30, 20205.0I have been using Mike for my personal investment strategy as well as setting up and IRA for my employees. I trust in his leadership and guidance. He always keeps me on top of the ever changing market.
- PDPalash DesaiNov 29, 20185.0I have known Mike for over three years. There are few people with the calm and collected disposition even during financial ups and downs. The fact that most of his business come from referrals is a testament to the trust that he has cultivated in his 20+ years of experience. Just have a conversation with him. There is never any pressure to sign up.
Frequently Asked Questions About Edward Jones - Financial Advisor: Mike Schmidt, CFP®
Who is Mike Schmidt at Edward Jones?
Mike Schmidt, CFP®, is a financial advisor at Edward Jones providing personalized investment services to clients.
What types of financial services does Edward Jones - Mike Schmidt offer?
They offer retirement planning, education savings, tax-efficient investment strategies, stocks & bonds, investment management, and personalized financial advice.
How can I contact Mike Schmidt, the financial advisor?
You can contact Mike Schmidt by phone at +1 704-565-5161 or via email at mike.schmidt@edwardjones.com.
Where is Edward Jones - Financial Advisor: Mike Schmidt located?
The office is located at 1441 Heather Lane, Suite B, Charlotte, NC 28209, United States.
Does Edward Jones have an online presence where I can learn more?
Yes, you can visit their website at https://www.edwardjones.com/us-en/financial-advisor/mike-schmidt or follow on Facebook at https://www.facebook.com/EJAdvisorMikeSchmidt/.
Are there mobile apps available to access Edward Jones services?
Yes, Edward Jones offers mobile apps for Android and iOS available in their respective app stores.
How can I schedule a consultation with Mike Schmidt?
You can make an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/mike-schmidt/contact/.
Which insurance agencies are near Edward Jones - Mike Schmidt's office?
Nearby insurance agencies include Alex Williamson, State Farm Agency; Philip Robinson: Allstate Insurance; and New South Insurance Group, providing convenient options for insurance services near your financial advisor.
What nearby services could complement my visit to Edward Jones?
You can visit nearby services like Aurora Accounting Solutions for accounting help, ProMotion Chiropractic for health care, and UPS Authorized Shipping Outlet for mailing needs.
Are there any nearby dining or entertainment spots near the Edward Jones office?
Yes, nearby places include Tizzerts for desserts, Pompous Peasant antique store for shopping, and Home Owners Clubs of America, a bar and dance club, ideal for relaxing before or after your appointment.