Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Wes Osbourn, CFP®
10715 Sikes Pl, Charlotte, NC
28277, United States
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Frequently Asked Questions About Edward Jones - Financial Advisor: Wes Osbourn, CFP®
What services does Edward Jones - Financial Advisor: Wes Osbourn, CFP® offer?
Edward Jones - Financial Advisor: Wes Osbourn, CFP® offers financial advising, investment management, investment funds, and stock broker services.
Where is Edward Jones - Financial Advisor: Wes Osbourn located?
The office is located at 10715 Sikes Pl, Suite 110, Charlotte, NC 28277, US.
How can I schedule an appointment with Wes Osbourn?
You can schedule an appointment through their contact page at https://www.edwardjones.com/us-en/financial-advisor/wes-osbourn/contact/.
Are there any special hours I should be aware of?
Yes, the office is open by appointment only on Saturdays.
What financial specialties does Wes Osbourn focus on?
Wes Osbourn specializes in 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Which languages are supported at this Edward Jones location?
The office provides services in English.
How can I contact Edward Jones - Financial Advisor: Wes Osbourn?
You can call them at +1 704-821-8377 or email wes.osbourn@edwardjones.com.
Are there other Edward Jones financial advisors near this location?
Yes, nearby Edward Jones advisors include Ryan Ramadan, Steven Echenique, CFP®|CFA, Curtis L Retzloff, Jon Johnston, and Adam M Leach, AAMS®.
What nearby real estate agents could be helpful if I'm planning a financial investment related to property?
Nearby real estate agents include Elizabeth Jacobs Realtor, Heather Althof at Better Real Estate Carolinas, Rachel Cost - Real Estate, Beth Kelly, Bradley Hampton NC/SC Realtor, David Meyer Realtor, Cunningham Group - Compass Real Estate, The McGowan Group Realtors, Diana Bowler, Realtor, Tasha Cooper, Broker/Realtor Allen Tate Company, Joe Naccarato, Allen Tate Providence @485, and Allen Tate Realtors.
Are there mortgage brokers near Edward Jones - Financial Advisor: Wes Osbourn that I can consult with?
Yes, nearby mortgage brokers include Fairway Hannah and Ron Heaslet, Christopher Amodeo Mortgage Planner, PrimeLending, A PlainsCapital Company, and Bliss Green nmls116122.
Can I learn more about IRAs through this financial advisor's recommended resources?
Yes, you can learn more about IRAs at the official Edward Jones IRA information site provided in their featured messages.