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: Patrick A Nielsen, CFP®
105 Turner Ridge Dr, Mooresville, NC
28117, United States
Reviews
5.0
23 reviews
5 stars
23
4 stars0
3 stars0
2 stars0
1 star0
- RRRyanAug 10, 20225.0Finding the right Financial Advisor can be a stressful experience because of the impact the the right one can have on your family’s financial future and well-being. Patrick is responsive, knowledgeable, strategic and acts with integrity. Working with him over the last year has brought me peace of mind and confidence that I now have a sound and comprehensive financial plan. I strongly encourage you to connect with Patrick to discuss your goals and see how he help.
- ZTZane TeeterJul 8, 20225.0Our family has received great advice and customer service from Patrick. He is trustworthy and knowledgeable.
- JCJosh ConleyJun 17, 20225.0Patrick has been a great financial resource for me. He listens and adjusts his approach to suit my goals and comfort level. The best recommendation I can make is trusting Patrick with my financial future.
- SSScott ShipmanFeb 25, 20215.0I have known Patrick professionally for many years, and when I found out that he became an financial advisor I immediately asked him to help with my planning. Some of my main reasons for selecting him include: his high level of personal integrity; his business acumen; and his relatable personality. I highly recommend speaking with Patrick if you are in need of a financial planner.
- TNT.J. NielsenJul 30, 20205.0Patrick is as honest, professional, knowledgable, hardworking, and dependable as they come. I would highly recommend him anyone looking for a first rate financial advisor.
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.