Edward Jones - Financial Advisor: Rick Croffut, ChFC®|AAMS®|CKA®
5.02 reviews
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: Rick Croffut, ChFC®|AAMS®|CKA®
107 E Jefferson St, Monroe, NC
28112, United States
Hours
Reviews
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- CSChris SchenkerJan 27, 20205.0Always very helpful understanding all our investment options.
Frequently Asked Questions About Edward Jones - Financial Advisor: Rick Croffut, ChFC®|AAMS®|CKA®
What financial services does Edward Jones - Financial Advisor: Rick Croffut offer?
They provide personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for Edward Jones - Financial Advisor: Rick Croffut?
The office is open Monday to Wednesday and Friday from 8:30 AM to 5:30 PM, Thursday from 8:30 AM to 5:00 PM, and is closed on Saturdays and Sundays. Saturdays are available by appointment only.
Where is Edward Jones - Financial Advisor: Rick Croffut located?
The office is located at 107 E Jefferson St, Ste C, Monroe, NC 28112, USA.
How can I contact Rick Croffut, the financial advisor at Edward Jones?
You can reach Rick Croffut by phone at +1 704-226-1822 or email at rick.croffut@edwardjones.com.
Does Edward Jones - Financial Advisor: Rick Croffut offer an online appointment booking option?
Yes, you can make contact or appointments through their online reservation page on the Edward Jones website.
Are there any financial institutions near Edward Jones - Financial Advisor: Rick Croffut that clients might visit?
Yes, nearby financial institutions include First Citizens Bank and Truist, which may be useful for clients needing banking or mortgage services in addition to investment advice.
What legal services are available near Edward Jones - Financial Advisor: Rick Croffut?
Several law offices are nearby, including Charles B. Brooks II Attorney at Law, Zachary A. Cohen Attorney at Law, and Witt Law Firm, providing services such as criminal defense, family law, and probate, which may complement estate or financial planning needs.
If I'm visiting Edward Jones in Monroe, are there dining options nearby?
Yes, Grateful Breads Monroe is a nearby American restaurant where clients might enjoy a meal or coffee before or after their appointment.
What languages does Edward Jones - Financial Advisor: Rick Croffut speak?
The advisor speaks English to assist clients.
Is Edward Jones - Financial Advisor: Rick Croffut affiliated with any competitors or other financial service providers?
Yes, competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab, which offer similar financial advisory services.