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: Cooper Bumgarner, CFP®
841 W Highway 27, Lincolnton, NC
28092, United States
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- RHRob HinesNov 26, 20255.0Cooper provided outstanding guidance and support for our family during a complex and emotional process of transferring stocks from my mom’s estate. He was patient, professional, and extremely knowledgeable, walking us through every step with clarity and care. His expertise made a difficult situation much easier to navigate, and we truly appreciated his responsiveness and attention to detail. We highly recommend Cooper to anyone seeking a trustworthy and skilled investment advisor.
Frequently Asked Questions About Edward Jones - Financial Advisor: Cooper Bumgarner, CFP®
What is the address of Edward Jones - Financial Advisor: Cooper Bumgarner, CFP®?
The office is located at 841 W Highway 27, Lincolnton, NC 28092, USA.
How can I contact Cooper Bumgarner at Edward Jones?
You can call the main phone at +1 704-741-3701 or the alternate phone at +1 704-240-8724. You can also email at cooper.bumgarner@edwardjones.com.
What are the office hours for Edward Jones - Financial Advisor: Cooper Bumgarner?
The office is open by appointment only on Saturdays. Please schedule an appointment for visiting on Saturdays.
What financial services does Cooper Bumgarner offer?
Services include financial advising, investment management, investment funds, and stock brokerage.
What specialties does Edward Jones - Cooper Bumgarner focus on?
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 Cooper Bumgarner?
You can schedule an appointment via the reservation link: https://www.edwardjones.com/us-en/financial-advisor/cooper-bumgarner/contact/
Where can I learn more about IRAs as recommended by Edward Jones?
Learn more about IRAs on the official Edward Jones site here: https://www.edwardjones.com/us-en/market-news-insights/retirement/iras
Are there any nearby beauty salons around Edward Jones in Lincolnton?
Yes, nearby beauty salons include Hair By Ashley McNeely, The Tannery & Etc, The BobShop, and Golden Shears Salon, which offer services such as hair cutting, tanning, and spa treatments. Clients visiting Edward Jones might find it convenient to visit these salons before or after their financial advising appointments.
What nearby financial services are available near Edward Jones?
Nearby financial services include United Bank, Coinme currency exchange, and Western Union currency exchange and installment loans, which provide additional options for banking and money transfers near Edward Jones.
What nearby stores or markets can customers visit near Edward Jones?
Customers can visit Dollar General for discount shopping, Food Lion for groceries, Awesome Finds Indoor Flea Market for unique furniture and vintage items, and Farmer Tom’s Produce for fresh fruits and vegetables. These nearby stores offer convenient options for shopping around the area.