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: Kevin Pattman
7309 Summerfield Rd, Summerfield, NC
27358, United States
Frequently Asked Questions About Edward Jones - Financial Advisor: Kevin Pattman
What services does Edward Jones - Financial Advisor: Kevin Pattman provide?
Edward Jones - Financial Advisor: Kevin Pattman offers financial advising, investment management, investment funds, and stock brokerage services.
Where is Edward Jones - Financial Advisor: Kevin Pattman located?
The office is located at 7309 Summerfield Rd, Suite A, Summerfield, NC 27358, USA.
How can I schedule an appointment with Kevin Pattman at Edward Jones?
You can schedule an appointment through their contact page: https://www.edwardjones.com/us-en/financial-advisor/kevin-pattman/contact/
What languages are spoken at this Edward Jones office?
English is spoken at Edward Jones - Financial Advisor: Kevin Pattman.
Can you tell me about the specialties of Edward Jones - Financial Advisor: Kevin Pattman?
The specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
What is the main phone number to reach Edward Jones - Financial Advisor: Kevin Pattman?
You can call them at +1 336-644-7425.
Is there a mobile app available for Edward Jones clients?
Yes, Edward Jones has mobile apps available for Android and iOS devices for convenient access to your accounts.
What nearby healthcare facility can I visit before or after my meeting at Edward Jones?
You can visit Summerfield Family Eye Care, which provides optometry and eyewear services nearby.
Are there any nearby post offices close to Edward Jones?
Yes, the United States Postal Service and the US Post Office are nearby, which can be convenient if you need postal services when visiting Edward Jones.
What nearby places offer recreational or community activities around Edward Jones?
Nearby options include Summerfield Community Park for outdoor activities and Summerfield Stage Company if you enjoy theatre and community events.