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: Bo Richardson, CFP®|AAMS®
6001 Gateway Center Drive, Kannapolis, NC
28081, United States
Hours
Reviews
5.0
3 reviews
5 stars
3
4 stars0
3 stars0
2 stars0
1 star0
- LLliskitcrostanDec 13, 20235.0Thank you Rita for being knowledgeable, professional and KIND. She truly wants to help you get to your goals!
- LGLinda GMay 28, 20215.0Great office. Love the entire staff.
Frequently Asked Questions About Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS®
What services does Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks & bonds management, investment advising, and financial management tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Bo Richardson located?
The office is located at 6001 Gateway Center Drive, Suite 107, Kannapolis, NC 28081, USA.
What are the regular business hours for Edward Jones - Financial Advisor: Bo Richardson?
Their office hours are Monday to Friday from 8:30 AM to 5:00 PM. They are closed on Saturdays and Sundays except by appointment only.
How can I contact Edward Jones - Financial Advisor: Bo Richardson?
You can reach them by phone at +1 704-784-9498 or via email at bo.richardson@edwardjones.com.
Can I book an appointment with Edward Jones - Financial Advisor: Bo Richardson online?
Yes, appointments can be booked online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/bo-richardson/contact/.
Which languages are supported at Edward Jones - Financial Advisor: Bo Richardson?
They provide services in English.
What nearby real estate services are available around Edward Jones office?
Nearby you can find many real estate agents such as Jose Sanchez at Keller Williams Premier, Lisa D. White, and Keller Williams Realty agent Leaurel Lube, providing options for real estate assistance and home buying.
Are there mortgage brokers near Edward Jones - Financial Advisor: Bo Richardson's office?
Yes, Gateway Mortgage has several representatives nearby including Max Robertson, Dana Walter, Troy Matzke, and Liz Cregg who can assist with mortgage services and installment loans.
What local dining options are near Edward Jones office?
Grounds & Vine is a nearby restaurant, coffee shop, and wine bar where clients can relax and enjoy a meal or a drink before or after their appointment.
How can nearby insurance services complement my visit to Edward Jones?
Bryan Surratt: Allstate Insurance is located nearby and can provide insurance services that may complement the investment and financial planning you receive at Edward Jones.