Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
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Location
Edward Jones - Financial Advisor: Joshua Peters, CFP®|CEPA®
2940 Union Road, Gastonia, NC
28054, United States
Reviews
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- CAC. A.Dec 12, 20245.0Josh is an exceptional financial advisor with a deep understanding of personal and business financial planning. His ability to analyze complex financial situations, communicate solutions clearly, and tailor strategies to meet unique goals is unmatched. His professionalism, integrity, and genuine commitment to his client's success makes him a trusted partner in achieving financial security and growth. I have referred Josh to family and friends. For insightful, reliable financial guidance, he is your guy!
Frequently Asked Questions About Edward Jones - Financial Advisor: Joshua Peters, CFP®|CEPA®
Who is the financial advisor at Edward Jones in Gastonia, NC?
The financial advisor is Joshua Peters, CFP®|CEPA®, located at 2940 Union Road, Suite B, Gastonia, NC 28054.
What services does Joshua Peters offer at Edward Jones?
Joshua Peters offers financial advising, investment management, investment funds, and stock broker services.
What specialties does Edward Jones - Financial Advisor Joshua Peters focus on?
Specialties include 401(k) rollovers, Roth IRA, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Joshua Peters?
You can schedule an appointment through the online reservation link at https://www.edwardjones.com/us-en/financial-advisor/joshua-peters/contact/.
What are the business hours for Edward Jones - Joshua Peters, especially on weekends?
The office is open by appointment only on Saturdays.
What languages are spoken by the financial advisor Joshua Peters?
English is spoken at this Edward Jones office.
Are there other Edward Jones financial advisors near this location?
Yes, Edward Jones Financial Advisors Katherine Stephens and Sandi McCarter, CEPA®, are nearby.
What nearby banking options are available around Edward Jones at 2940 Union Road?
Nearby banks include Bank of America Financial Center, Fidelity Bank, and South State Bank, which can assist with various banking needs.
Where can I find convenient services like pharmacies or supermarkets near Edward Jones?
Nearby convenience includes Walgreens and Rite Aid pharmacies, as well as Dollar Tree for discount shopping.
Are there food options close to Edward Jones - Joshua Peters' office?
Yes, there are several nearby dining options like Hungry Howie's Pizza, Penn Station East Coast Subs, KFC, and Bellacino's Pizza & Grinders.