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: Roy E Boone, AAMS®
151 Welton Way, Mooresville, NC
28117, United States
Hours
Reviews
5.0
22 reviews
5 stars
22
4 stars0
3 stars0
2 stars0
1 star0
- JIJudy IveyMay 10, 20245.0I've relied on Roy Boone for financial guidance since 2019. As a single woman, it's such a comfort to know I can call Roy for his advice, insights and recommendations when considering my options and facing financial decisions. He's knowledgeable, professional and always respectful.
- KOKat OliveOct 19, 20205.0I have been very impressed with Roy and Monika! Not only have they both been extremely responsive they both also take the time to fully explain and make sure you have all your questions answered. Even prior to joining as a client Roy took the time to discuss all my options. I am very confident my $ are in great hands. Thank you!
- BHBrad HApr 6, 20205.0Roy has been great to deal with and I'm glad I started a portfolio with him over 10 years ago. He is down to earth and easy to work with. Edward Jones is also a great company to be associated with. Highly recommend!
- SCShannon CatoMar 31, 20205.0I can not say enough great things about Mr. Roy Boone and his office...the personal attention he gives and the customer service are above and beyond anything I ever expected...they are so thoughtful and truly care about you and your financial well being...since the loss of my husband he has continued to guided me and I now know I will be financially sound upon my retirement with nothing to worry about...If you are looking for a financial adviser look no further... you can't go wrong with Roy and his office...
- SMSavannah MooreNov 29, 20195.0Great financial advisor and office administrator! Made sure to work with me on my personal goals, and explained what was going on in a way I could understand. Great advice, and I definitely felt comfortable asking questions.
Frequently Asked Questions About Edward Jones - Financial Advisor: Roy E Boone, AAMS®
What services does Edward Jones - Financial Advisor: Roy E Boone, AAMS® provide?
Edward Jones offers personalized investment services including retirement planning, education savings, stock & bond brokerage, and investment management tailored to individual client goals.
What are the office hours for Edward Jones - Financial Advisor: Roy E Boone, AAMS®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
How can I contact Edward Jones - Financial Advisor: Roy E Boone, AAMS®?
You can reach them by phone at +1 704-660-0639 or via email at roy.boone@edwardjones.com.
Where is Edward Jones - Financial Advisor: Roy E Boone, AAMS® located?
They are located at 151 Welton Way, Mooresville, NC 28117, USA.
Is there an online option to book an appointment with Edward Jones - Financial Advisor: Roy E Boone, AAMS®?
Yes, you can schedule a consultation through their appointment website: https://www.edwardjones.com/us-en/financial-advisor/roy-boone/contact/
Can I access Edward Jones services through a mobile app?
Yes, Edward Jones has mobile apps available for Android and iOS devices to help you manage your investments on the go.
What languages are spoken at Edward Jones - Financial Advisor: Roy E Boone, AAMS®?
Services are provided in English.
Are there any nearby medical facilities around Edward Jones in Mooresville that clients might visit?
Yes, nearby medical facilities include Novant Health Pediatrics Lake Norman - Harborside and Harborside Pediatrics, which could be convenient for clients managing family and health appointments along with financial planning.
What other services are available near Edward Jones - Financial Advisor: Roy E Boone, AAMS® that could be useful to clients?
Nearby services include several orthopedists such as OrthoCarolina Mooresville and health-related centers like Carolina Pain and Weight Loss, offering additional healthcare resources for clients in the area.
Are there any retail or thrift stores close to Edward Jones - Financial Advisor: Roy E Boone, AAMS® for after-appointment shopping?
Yes, Goodwill Retail Store and Goodwill Store and Donation Center are nearby for clients interested in thrift shopping after visiting the office.