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: Jon Lentz, CFP®
9601 Holly Point Dr, Huntersville, NC
28078, United States
Hours
Frequently Asked Questions About Edward Jones - Financial Advisor: Jon Lentz, CFP®
What investment services does Edward Jones - Financial Advisor: Jon Lentz, CFP® offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies.
What are the office hours for Edward Jones - Financial Advisor: Jon Lentz in Huntersville, NC?
The office is open Monday through Friday from 8:00 AM to 6:00 PM and closed on Saturdays and Sundays.
How can I contact Jon Lentz at Edward Jones?
You can contact him by phone at +1 704-892-7408 or via email at jon.lentz@edwardjones.com.
Is it possible to schedule a consultation with Jon Lentz online?
Yes, you can book an appointment through their online reservation page at https://www.edwardjones.com/us-en/financial-advisor/jon-lentz/contact/.
Does Edward Jones - Financial Advisor: Jon Lentz have a mobile app?
Yes, their app is available on both Android and iOS platforms for easy access to investment services.
Where is Edward Jones - Financial Advisor: Jon Lentz located?
The office is located at 9601 Holly Point Dr, Suite 201, Huntersville, NC 28078, USA.
What financial products are available at Edward Jones - Financial Advisor: Jon Lentz?
They offer services including stock and bond brokerage, investment management, and financial advising.
What nearby educational services are close to Edward Jones - Financial Advisor: Jon Lentz?
Nearby, you'll find Huntington Learning Center Huntersville and Huntington Learning Center, both tutoring and test preparation centers that could complement your financial planning for education.
Are there convenient medical or wellness facilities near Edward Jones in Huntersville?
Yes, nearby facilities include Physician's Plan, Carolina HealthSpan Institute, and Novant Health Northlake Dermatology, providing medical and wellness services.
What nearby dining options can clients visit near Edward Jones - Financial Advisor: Jon Lentz?
Clients can enjoy meals at nearby restaurants such as LongHorn Steakhouse and Zaxby's, perfect for dining before or after financial consultations.