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.
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Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®
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.
Where is Edward Jones - Financial Advisor: Patrick A Nielsen located?
The office is located at 105 Turner Ridge Dr, Suite 101, Mooresville, NC 28117, US.
How can I contact Patrick A Nielsen at Edward Jones?
You can call the local phone number +1 704-662-9454 or email patrick.nielsen@edwardjones.com.
Can I schedule an appointment online with Patrick A Nielsen?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/patrick-nielsen/contact/.
Which apps are available for accessing Edward Jones services on mobile?
Edward Jones has an Android app available on Google Play and an iOS app available on the App Store.
What nearby places could I visit before or after a meeting at Edward Jones?
Nearby you can visit Schumacher Homes and the Schumacher Model Home Center if interested in real estate developments.
Are there any medical facilities near Edward Jones in Mooresville?
Yes, nearby medical facilities include Lake Norman Medical Group's Center for Surgical Weight Loss at Langtree and Davidson and Burr: Total Dental Care of Lake Norman.
Is there any nearby catering or event services near Edward Jones?
Hurley Catering and Langtree Catering & Events are nearby for event planning and catering needs.
What are some nearby real estate agents or agencies close to Edward Jones?
Nearby real estate agents include Max Hand - Titan Realty, Carla Agnini - Selling Lake Norman, and Terese ODell. Additionally, Titan Realty and Langtree Group are local real estate agencies.