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: Sara A Richard
1427 E Marion Street, Shelby, NC
28150, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Sara A Richard
Who is Sara A Richard?
Sara A Richard is a financial advisor at Edward Jones serving Shelby, NC.
What services does Edward Jones - Financial Advisor: Sara A Richard offer?
Services include financial advising, investment management, investment funds, and stock brokerage.
What are the specialties of Sara A Richard at Edward Jones?
Specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Sara A Richard?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/sara-richard/contact/.
What is the address of Edward Jones - Financial Advisor: Sara A Richard?
The office is located at 1427 E Marion Street, Suite F, Shelby, NC 28150, USA.
What platforms is the Edward Jones mobile app available on?
The Edward Jones app is available on both Android and iOS platforms.
How can I contact Sara A Richard by phone or email?
You can call at +1 704-481-0388 or email sara.richard@edwardjones.com.
What nearby health-related services are close to Edward Jones - Financial Advisor: Sara A Richard?
Nearby health services include Dr Chip Jones Family Chiropractic, The Hearing Aid Center, Plaster Family Dentistry, Brookdale Shelby assisted living, and Twin Lakes Veterinary Services.
Are there any nearby insurance agencies near Sara A Richard's office?
Yes, nearby insurance agencies include Marty Zirkle - State Farm Insurance Agent, Katie Hallberg State Farm Agent, and Shelby Insurance.
What recreational or community spots can I visit near Edward Jones in Shelby?
Nearby spots include Cleveland Country Club for golf and community activities, Elizabeth Baptist Church, and local shops like B J's Gift Shop and Country Heart antique store.