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: Jamie B Richard, AAMS®
1427 E Marion Street, Shelby, NC
28150, United States
Hours
Reviews
5.0
1 reviews
5 stars
1
4 stars0
3 stars0
2 stars0
1 star0
- MWMary WillisJan 11, 20185.0Kind, professional,smart, could not ask for a better financial adviser.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jamie B Richard, AAMS®
What are the regular business hours for Edward Jones - Financial Advisor: Jamie B Richard, AAMS®?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Sundays.
Is Edward Jones - Financial Advisor: Jamie B Richard, AAMS® open on Saturdays?
It is open on Saturdays by appointment only.
Where is Edward Jones - Financial Advisor: Jamie B Richard, AAMS® located?
The office is located at 1427 E Marion Street, Suite F, Shelby, NC 28150, USA.
How can I contact Edward Jones - Financial Advisor: Jamie B Richard, AAMS® for appointments or inquiries?
You can call them at +1 704-481-0388 or email at jamie.richard@edwardjones.com.
What types of financial services does Edward Jones - Financial Advisor: Jamie B Richard, AAMS® offer?
They provide personalized investment services including retirement planning, education savings, tax-efficient investment strategies, stocks, bonds, and investment management.
Can I schedule an appointment online with Edward Jones advisor Jamie B Richard?
Yes, appointments can be scheduled through their contact page at https://www.edwardjones.com/us-en/financial-advisor/jamie-richard/contact/.
Does Edward Jones - Financial Advisor: Jamie B Richard, AAMS® offer any tools to help with retirement planning?
Yes, they offer a retirement savings calculator available on their website to help you plan your future.
What nearby medical and health services are close to Edward Jones in Shelby?
Nearby health-related services include Dr Chip Jones Family Chiropractic, The Hearing Aid Center, Brookdale Shelby assisted living, and Twin Lakes Veterinary Services.
Are there any nearby insurance agencies near Edward Jones in Shelby?
Yes, Marty Zirkle and Katie Hallberg State Farm Agents, as well as Shelby Insurance, are located nearby for your insurance needs.
What nearby leisure or community services can I visit around Edward Jones in Shelby?
You might visit the Cleveland Country Club for golf, Elizabeth Baptist Church for community activities, or check out B J's Gift Shop for flowers and gifts after your appointment.