About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Patrick Schaffer
8600 Sam Furr Rd, Huntersville, NC
28078, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick Schaffer
What financial services does Edward Jones - Financial Advisor: Patrick Schaffer offer?
They provide financial advising, investment management, investment funds, and stock brokerage services.
What specialties does Patrick Schaffer focus on at Edward Jones?
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 Edward Jones - Financial Advisor: Patrick Schaffer?
You can schedule an appointment by calling +1 980-689-2352 or contacting them via email at patrick.schaffer2@edwardjones.com.
What are the office hours for Patrick Schaffer's Edward Jones location?
The office is open regularly, with additional appointment-only hours on Saturdays and Sundays.
Where is Edward Jones - Financial Advisor: Patrick Schaffer located?
The office is located at 8600 Sam Furr Rd, Ste 180, Huntersville, NC 28078, USA.
Does Edward Jones have a mobile app for clients?
Yes, Edward Jones offers a mobile app available for download on both Android and iOS platforms.
What nearby fitness centers can I visit before or after a meeting at Edward Jones in Huntersville?
Nearby fitness centers include The Exercise Coach - Huntersville and The Exercise Coach, perfect for staying active around your visit.
What local medical or wellness facilities are near Edward Jones - Financial Advisor: Patrick Schaffer?
Nearby medical facilities include Birkdale Audiology, Vista Health and Wellness, Omni MedSpa by Revita, and Charlotte Ophthalmology.
Are there any government or community services close to the Edward Jones office?
Yes, Lake Norman Economic Development is nearby, which provides public and community services.
Can you tell me about competitors of Edward Jones - Financial Advisor: Patrick Schaffer?
Competitors include Merrill Lynch, Wells Fargo Advisors, Morgan Stanley, Ameriprise, and Schwab.