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.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Sandi McCarter, CFP®|CEPA®
2940 Union Road, Gastonia, NC
28054, United States
Reviews
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- POPerry OwenJun 12, 20255.0Several years ago, my wife and I inherited a relatively small amount of money which was in an Edward Jones account. Despite the amount of money; Sandi has treated us like we are millionaires. She has visited our home on several occasions and spends time explaining investment options in order for us to gain a better understanding of our funds in preparation for retirement. She is professional, extremely knowledgeable and kind. I would highly recommend her services.
Frequently Asked Questions About Edward Jones - Financial Advisor: Sandi McCarter, CFP®|CEPA®
What services does Edward Jones - Financial Advisor: Sandi McCarter offer?
Sandi McCarter offers financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Sandi McCarter at Edward Jones?
Her specialties include 401(k) rollovers, Roth IRA, 529 college savings plan, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Edward Jones - Financial Advisor: Sandi McCarter?
You can contact Sandi McCarter via phone at +1 704-861-9121 or email at sandi.mccarter@edwardjones.com.
Where is Edward Jones - Financial Advisor: Sandi McCarter located?
The office is located at 2940 Union Road, Suite B, Gastonia, NC 28054, USA.
How can I schedule an appointment with Sandi McCarter?
Appointments can be scheduled through the reservation site at https://www.edwardjones.com/us-en/financial-advisor/sandi-mccarter/contact/.
Where can I learn more about IRAs offered by Edward Jones?
You can learn more about IRAs at Edward Jones' official site: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras.
Are there other Edward Jones financial advisors near Sandi McCarter's office?
Yes, Edward Jones - Financial Advisor: Katherine Stephens is nearby and also provides financial services.
What nearby amenities are available for customers visiting Edward Jones - Sandi McCarter?
Customers can find Walgreens for pharmacy needs, Penn Station East Coast Subs and Hungry Howie's Pizza for food, and Bank of America Financial Center for additional banking services nearby.
Are there convenient financial services close to Edward Jones - Sandi McCarter's office?
Yes, nearby financial services include LibertyX Bitcoin ATM, Fidelity Bank, South State Bank, and Wells Fargo ATM for various financial and currency exchange needs.
How can local points of interest help customers when visiting Edward Jones - Sandi McCarter?
Nearby places like Walgreens and Dollar Tree offer convenience before or after your financial appointment, and eateries such as KFC and Bellacino's Pizza & Grinders provide quick dining options.