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: Zach Wagner, CFP®|CFA®|AAMS®
7818 Fairview Road, Charlotte, NC
28226, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Zach Wagner, CFP®|CFA®|AAMS®
What services does Edward Jones - Financial Advisor: Zach Wagner offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient strategies, stocks & bonds, investment management, and financial advising.
What are the office hours for Edward Jones - Financial Advisor: Zach Wagner?
The office is open Monday through Thursday from 8:00 AM to 5:00 PM, Friday from 8:00 AM to 4:00 PM, and closed on weekends.
Where is Edward Jones - Financial Advisor: Zach Wagner located?
The office is located at 7818 Fairview Road, Charlotte, NC 28226, USA.
How can I contact Edward Jones - Financial Advisor: Zach Wagner?
You can call at +1 704-364-1471 or email zach.wagner@edwardjones.com.
Does Edward Jones - Financial Advisor: Zach Wagner have an online presence?
Yes, you can visit their website, LinkedIn profile, Facebook page, and download their mobile apps for Android and iOS.
How can I schedule a consultation with Zach Wagner at Edward Jones?
You can schedule a consultation via their online contact page at https://www.edwardjones.com/us-en/financial-advisor/zach-wagner/contact/.
What nearby places can customers visit after their appointment at Edward Jones - Financial Advisor: Zach Wagner?
Customers can enjoy nearby spots like Barrington's (American restaurant), Foxcroft Food & Wine - SouthPark (wine bar and restaurant), and Caribou Coffee for refreshments.
Are there convenient fitness options near Edward Jones - Financial Advisor: Zach Wagner?
Yes, nearby fitness options include Curves gym, which customers might visit before or after their financial consultations.
Where can pet owners find services near Edward Jones - Financial Advisor: Zach Wagner?
Pet owners can visit Whiskers Dog Spa, a local pet services and grooming center, close to the Edward Jones office.
What makes Edward Jones' financial advising approach unique?
Edward Jones focuses on personalized, face-to-face consultations tailored to each client's individual needs, aiming to help clients feel confident and secure about their financial future.