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: Marshall Ward
325 McGill Ave NW, Concord, NC
28027, United States
Hours
Reviews
5.0
8 reviews
5 stars
8
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1 star0
- CMChris McClamrockOct 29, 20255.0Working with Marshal at Edward Jones has been an exceptional experience. From the very beginning, he took the time to truly understand my financial goals and created a personalized plan that made me feel confident about my future. Marshal is incredibly knowledgeable, patient, and always willing to explain complex investment options in a way that’s easy to understand. What stands out most is his professionalism and genuine care. He doesn’t just manage investments, he builds trust and long-term relationships. I always feel like my best interests come first. If you’re looking for someone who combines expertise with integrity and personal attention, Marshal is the one to call. Highly recommend!
- SRSchneck RealtyAug 6, 20255.0Marshal has a great knowledge of market and current trends. He has been great to work with.
- RMRachel MedlinAug 6, 20255.0Marshall has managed our finances for several years now. As someone who generally has a negative bias toward financial advisors, likening them to used car salesman (sorry, that’s been my experience!), I can unequivocally say that Marshall is in another league. He listens to my concerns about the economy (I’m a risk economist) and picks stocks and strategies aligned with my view and our returns have been great! Highly recommended if you’re looking for a personal and custom experience!
- JKJeremiah KeelerAug 6, 20255.0Marshall is the most passionate and knowledgeable person when it comes to investing. This guy knows how to pick hidden gems and turn your future financial picture into gold!
- JSJoel SmithJun 25, 20255.0Marshall has been my financial advisor for about 6 years. You will be hard-pressed to find an advisor that works harder or makes himself more available to his clients. He genuinely cares about his clients’ success and you will learn that for yourself the first time you speak to him. I have recommended him to family members, and he has been a tremendous asset to all of us. If you are looking for someone knowledgeable and trustworthy to provide you financial guidance, give Marshall a call, you will not regret it.
Frequently Asked Questions About Edward Jones - Financial Advisor: Marshall Ward
What types of financial services does Edward Jones - Financial Advisor: Marshall Ward provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Marshall Ward located?
The office is located at 325 McGill Ave NW, Suite 100, Concord, NC 28027, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Marshall Ward?
The office is open Monday through Friday from 8:30 AM to 6:00 PM, and closed on weekends except by appointment only on Saturdays and Sundays.
How can I schedule an appointment with Marshall Ward?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/marshall-ward/contact/.
Can I get in touch with Marshall Ward via email?
Yes, you can contact Marshall Ward at marshall.ward@edwardjones.com.
Are there any nearby places where I can dine before or after visiting Edward Jones?
Yes, you can visit nearby dining spots like Ellie’s Diner, The Market Bar, or Indigo Tea Market for a meal or refreshments.
What nearby shopping centers are close to Edward Jones - Financial Advisor: Marshall Ward?
Gibson Mill and The Depot Antique and Designer Mall are shopping centers located close to the Edward Jones office where you can browse a variety of stores and shops.
Are there any interesting attractions near Edward Jones that visitors might enjoy?
The Valcarol Missions Escape Room offers fun activities nearby, and The Depot at Gibson Mill features antique stores and a historical building to explore.
What languages are spoken at Edward Jones - Financial Advisor: Marshall Ward?
The primary language spoken is English, ensuring clear and effective communication.
Does Edward Jones offer mobile apps for investment management?
Yes, Edward Jones offers mobile apps available on both Android and iOS platforms to help clients manage their investments conveniently.