Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®

5.0
23 reviews

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: Patrick A Nielsen, CFP®
105 Turner Ridge Dr, Mooresville, NC
28117, United States

Reviews

5.0
23 reviews
5 stars
23
4 stars
0
3 stars
0
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1 star
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  • CS
    Chris Stigliano
    Nov 11, 2023
    5.0
    Prompt, personable, responsive to our needs and just plain easy to work with!
  • MF
    mark friesen
    Apr 26, 2021
    5.0
    I started working with Patrick when my personal finances became more complicated (started my own business, etc). But to be fair, I wish I had started sooner with him. He was patient, helpful, and always gave me advice in my own best interest even when he had nothing to gain from it. And to top it all off, I’ve never felt more in control of my financial picture, thanks to him. I could not recommend him more highly.
  • DE
    David Ellis
    Feb 9, 2021
    5.0
    My wife and I switched over to Patrick from our previous financial adviser and we are so glad that we did! Patrick has been so informative and clear with us in handling our finances and we feel so secure knowing that he understands our long-term financial needs and goals. He is very communicative and has walked us through every step of the process along the way. It’s been wonderful seeing the growth of our portfolio knowing that it was him that helped to make all the difference. We recently had our first child and he helped us incorporate her into our long-term plans also. He even quoted us some of the best life insurance rates we’ve run across. I have recommended Patrick to several of my friends and (whoever is reading this) I recommend him to you now - - at the very least, give him a call. You’ll be glad you did!
  • EB
    eddie burdette
    Feb 5, 2021
    5.0
    Patrick I a very knowledgeable person he has an excellent means of communication with his clients and treats each one as a family member I’ve known Patrick for about 13 years and have never regretted letting him have my account off the job he’s a family man to his children and a garacious husband to his wife looking forward to working with Patrick in the future
  • SE
    Steve Ellis
    Jul 13, 2020
    5.0
    If you are looking for a good, solid, honest, knowledgeable, hard working, no pressure, financial advisor - that will work with your best interest in mind - you should talk with Patrick. He has given me and a number of my family and friends good, solid, sound, financial advice. His desire is to apply his knowledge and skill to your financial goals so that they may be achieved to the maximum degree. In these uncertain times you need all the sound advice you can get in establishing or maintaining your financial portfolio. Edward Jones has been in the financial advisory business a long time and Patrick and the Edward Jones team can be a huge asset for your financial strategies. Contact Patrick. He will help you!

Frequently Asked Questions About Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®

Who is the financial advisor at this Edward Jones location?

The financial advisor is Patrick A Nielsen, CFP®.

What services does Edward Jones - Financial Advisor: Patrick A Nielsen offer?

They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and tailored face-to-face financial advice.