Business Details
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: 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
- MWMedina WilsonFeb 25, 20215.0Roy is a great financial advisor. He listens to your concerns and helps you make decisions. Roy and Monika are like family, they always ask about family members. They stay in touch with you. Both Roy and Monika are detail oriented and will get back to you the same day. I have been very pleased with my financial outcomes.
- 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!
- IMIlona MacManusMay 2, 20175.0Roy has made investing easier to understand. I felt no pressure telling him about my financial situation. He was courteous and respectful and genuinely wanted to help me.
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.