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: Adam K Larsen
201 N Morgan St, Shelby, NC
28150, United States
Hours
Reviews
5.0
9 reviews
5 stars
9
4 stars0
3 stars0
2 stars0
1 star0
- JBJohn BachtellApr 4, 20225.0Professional and courteous. Talks me down out of my tree when the market goes crazy.
- SPSteven PriceJun 26, 20205.0Adam provides great one on one financial advice. He spends time getting to know you and finding out what investment style best suits you. He also does his homework and is very knowledgeable about investing and money management. I would highly recommend Adam if you are looking for a financial advisor or even if you think you don't need one!!
- HBHarley BaileyAug 27, 20195.0Adam is wonderful, he explains everything I need to know in detail and in terms I understand. I would not work with anyone else, you cannot go wrong with Adam!
- SLStacey LeflerAug 27, 20195.0Adam is awsome to work with, he’s definitely a guy you can trust to make your financial funds brighter
- CJchip jonesAug 26, 20195.0Great experience! Knowledgeable with plenty of options! Just give him a call...he may be the guy your looking for...he was for me!
Frequently Asked Questions About Edward Jones - Financial Advisor: Adam K Larsen
What financial services does Edward Jones - Financial Advisor: Adam K Larsen provide?
They offer personalized investment services including retirement planning, education savings, and tax-efficient investment strategies through face-to-face consultations.
What are the regular business hours of Edward Jones - Financial Advisor: Adam K Larsen?
The office is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 4:30 PM. It is closed on Saturdays and Sundays except by appointment.
Where is Edward Jones - Financial Advisor: Adam K Larsen located?
The office is located at 201 N Morgan St, Shelby, NC 28150, USA.
How can I contact Edward Jones - Financial Advisor: Adam K Larsen?
You can reach them by phone at +1 704-343-8858 or via email at adam.larsen@edwardjones.com.
Is it possible to book an appointment online with Adam K Larsen?
Yes, appointments can be scheduled online through their contact page at https://www.edwardjones.com/us-en/financial-advisor/adam-larsen/contact/.
Are there any nearby places of interest around Edward Jones in Shelby?
Nearby places include beauty salons like Silver Chair and Vogue Styles, historical landmarks like Dr. Victor McBrayer House, and financial institutions such as PNC Bank.
How can nearby transit or landmarks assist customers visiting Edward Jones?
Landmarks like the Dr. Victor McBrayer House can help identify the location, and nearby services such as PNC Bank and local salons provide convenient stops before or after financial consultations.
What nearby amenities can customers enjoy while visiting Edward Jones - Financial Advisor: Adam K Larsen?
Customers can visit nearby spots like Phyllis' Sweet Shop for desserts, Jimmy John's for sandwiches, or relax at Wellness By Design medical spa after their visit.
What investment products are available through Adam K Larsen's Edward Jones office?
They provide investment products including stocks and bonds, funds investment, and expert investment management services.
Does Edward Jones offer services in any languages besides English?
The office services clients primarily in English.