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: Anna M Williams
10070 Edison Square Dr NW, Concord, NC
28027, United States
Reviews
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- DCDavid CauseyMar 8, 20245.0Anna Jones has been my financial advisor for several years, at both Wells Fargo and Edward Jones. Her advice has proven to be accurate and appropriate for our financial security. I occasionally bring suggestions or questions to her and she responds quickly with good research to validate her positions on investments. She has been very helpful also as we undertook some home improvements. Her understanding of market forces and financing has served us very well. I highly recommend her as a financial advisor.
- ESEbony SimonsJan 24, 20245.0Anna Willams has helped me to build a portfolio I’m new to investing therefore I was a little hesitant. She has been patient and she makes sure I’m comfortable with what she plans to do next. She has helped me to budget my money, and she’s always available if I have any questions or concerns.
- AAAnthony AdamsJul 24, 20235.0Ms. Anna Williams is a highly regarded financial advisor. Personally, Anna is profoundly competent, knowledgeable, ethical, honest, forthcoming, and responsive to her clients’ needs. Professionally, I have become dependent upon Anna’s retirement planning expertise and have experienced exponential growth since coming on board with her services. Her investment knowledge and problem-solving skills have proven invaluable in this critical juncture in my life. High praise for Ms. Anna Williams. If you’re seeking a financial advisor who will make you a high priority, Ms. Williams is that person.
- MJMrs JPMar 21, 20235.0Anna is truly a force. Well versed and informative. She speaks with transparency and candor regarding where you and need to be. Anna follows up and cares about her clients. I feel 100% comfortable with her handling my investments. I have recommended family and friends to her. I would advise anyone to work with her on your investment and retirement profiles.
Frequently Asked Questions About Edward Jones - Financial Advisor: Anna M Williams
What services does Edward Jones - Financial Advisor Anna M Williams offer?
Anna M Williams provides financial advising, investment management, investment funds, and stock brokerage services.
How can I schedule an appointment with Anna M Williams?
You can schedule an appointment online through the contact page at https://www.edwardjones.com/us-en/financial-advisor/anna-williams/contact/.
What are the business hours for Edward Jones - Financial Advisor Anna M Williams?
The office is open regularly and is available by appointment only on Saturdays.
Where is Edward Jones - Financial Advisor Anna M Williams located?
The office is located at 10070 Edison Square Dr NW, Suite 103, Concord, NC 28027, USA.
What are the specialties of Edward Jones - Financial Advisor Anna M Williams?
Specialties include 401(k) planning, Roth IRA, 529 College Savings Plan, and life insurance.
What languages are spoken by Anna M Williams at Edward Jones?
English is the language spoken at the office.
Who are some competitors of Edward Jones - Financial Advisor Anna M Williams?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.
What nearby restaurants can I visit before or after my appointment at Edward Jones?
Nearby restaurants include Sticksandbeans lounge and cocktail bar, Abbott's Frozen Custard for ice cream, Pippa's Cafe offering American fare and sports bar atmosphere, Papa Johns Pizza for fast food, and Basilico Italiano for Italian cuisine.
Are there nearby services to help with errands when I visit Edward Jones?
Yes, you can visit Rice N' Spice Market for groceries, Edison Cleaners for dry cleaning, and 7-Eleven convenience store, all nearby for convenient errands.
What nearby facilities support wellness and self-care near Edward Jones?
Nearby wellness and self-care options include Yes 2 Yoga studio, Sambuco Barber Company salon, Highland Creek Chiropractic & Acupuncture, NOA Nail Salon, and Select Physical Therapy clinic.