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: Steven Echenique, CFP®|CFA®|AAMS®
10715 Sikes Pl, Charlotte, NC
28277, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Steven Echenique, CFP®|CFA®|AAMS®
What services does Edward Jones - Financial Advisor: Steven Echenique provide?
Edward Jones - Financial Advisor: Steven Echenique offers personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stock and bond brokerage, and investment management.
Where is Edward Jones - Financial Advisor: Steven Echenique located?
The office is located at 10715 Sikes Pl, Suite 110, Charlotte, NC 28277, United States.
How can I contact Edward Jones - Financial Advisor: Steven Echenique?
You can contact Steven Echenique via the phone number +1 704-543-1290 or email at steven.echenique@edwardjones.com.
Is it possible to schedule a consultation with Steven Echenique online?
Yes, you can schedule a consultation by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/steven-echenique/contact/.
What languages are supported by the financial advisor Steven Echenique?
Steven Echenique offers financial advisory services in English.
Does Edward Jones - Financial Advisor: Steven Echenique offer any digital tools or apps for clients?
Yes, Edward Jones offers mobile apps available for Android and iOS which clients can use to manage their investments and access financial tools.
What nearby real estate agents are located close to Edward Jones - Financial Advisor: Steven Echenique?
Nearby real estate agents include Elizabeth Jacobs Realtor, Bradley Hampton NC/SC Realtor, Beth Kelly, Rachel Cost - Real Estate, Heather Althof at Better Real Estate Carolinas, David Meyer Realtor, David Hoffman Realty, Cunningham Group - Compass Real Estate, The McGowan Group Realtors, Diana Bowler, Realtor, Tasha Cooper, Broker/Realtor Allen Tate Company, and Joe Naccarato, Allen Tate Providence @485.
Are there other nearby financial advisory services around Steven Echenique's office?
Yes, nearby financial advisors include Edward Jones offices such as those of Jon Johnston, Ryan Ramadan, Curtis L Retzloff, and Adam M Leach, as well as other financial services like PrimeLending and mortgage brokers like Fairway Hannah and Ron Heaslet and Christopher Amodeo Mortgage Planner.
What local dining options are available near Edward Jones - Financial Advisor: Steven Echenique?
Nearby dining options include Pour Wine & Burger Bar, a burger restaurant and wine bar where clients can enjoy a meal before or after visiting the advisor.
How can nearby mortgage brokers assist clients visiting Edward Jones?
Mortgage brokers such as Fairway Hannah and Ron Heaslet and Christopher Amodeo Mortgage Planner can help clients with financing options and mortgage planning to complement their investment and financial advisory services from Edward Jones.