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: Steve Jackson, CEPA®
315 S Talbert Blvd, Lexington, NC
27292, United States
Hours
Reviews
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- MOMike OrrenJan 11, 20215.0Steve has managed affairs for my Dad, stepmom and aunt for years. I had always heard he was good, but when we came into a family crisis and I had to step in from 1,000 miles away, Steve and his team were rocks — smart, responsive and compassionate. Steve went far above and beyond the call to treat our family right over the short and long haul. I would trust him with any investment or judgment for any family matter.
- ASAdam SewellFeb 3, 20145.0Steve and his staff handle our families retirement funds. While we don't have a lot to invest right now, Steve still treats us like we have millions invested with him. I cannot recommend Steve enough.
Frequently Asked Questions About Edward Jones - Financial Advisor: Steve Jackson, CEPA®
What financial services does Edward Jones - Financial Advisor: Steve Jackson offer?
Steve Jackson provides personalized investment services including retirement planning, education savings, and tax-efficient strategies, tailored through face-to-face consultations.
What are the regular business hours for Edward Jones - Financial Advisor: Steve Jackson?
The office is open Monday through Friday from 8:00 AM to 4:00 PM, with appointments by request on Fridays.
How can I schedule an appointment with Steve Jackson at Edward Jones?
Appointments can be scheduled through the website contact page at https://www.edwardjones.com/us-en/financial-advisor/steve-jackson/contact/.
Where is Edward Jones - Financial Advisor: Steve Jackson located?
The office is located at 315 S Talbert Blvd, Lexington, NC 27292, USA.
What languages does Edward Jones - Financial Advisor: Steve Jackson support?
Services are offered in English.
How can I contact Steve Jackson by phone or email?
You can call at +1 336-224-5329 or email steve.jackson@edwardjones.com.
Are there any nearby places I can visit after my appointment at Edward Jones?
Yes, you can visit Talbert Blvd Park or Myers Park, both local parks that are great for relaxation or recreation after your appointment.
Is there a nearby bank close to Edward Jones - Financial Advisor: Steve Jackson?
Yes, Lexington State Bank is nearby if you need additional banking services.
Are there local dining options near Edward Jones - Financial Advisor: Steve Jackson?
Nearby dining options include Don Juan's Mexican Restaurant and Papa John's Pizza for a variety of meal choices.
What other financial service competitors are in the area?
Competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, offering a range of financial advising services.