Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Julie Thomas, AAMS®
1928 Weddington Road, Weddington, NC
28104, United States
Reviews
5.0
3 reviews
5 stars
3
4 stars0
3 stars0
2 stars0
1 star0
- PTPatricia TelfortOct 13, 20255.0She breaks all area of your accounts down so you are able to understand everything using simple financial verbiage
- HWHeather WilsonSep 7, 20255.0Julie is so amazingly helpful. She has so much knowledge and I highly recommend her!
- CRChristen Ripoli - REALTORFeb 14, 20255.0If you are looking for a financial advisor, you must call Julie Thomas. She's the one you want in your corner!! There's no one else who will simplify this complex topic like she will. She'll start as a resource and will quickly become your friend and cheerleader.
Frequently Asked Questions About Edward Jones - Financial Advisor: Julie Thomas, AAMS®
What financial services does Julie Thomas at Edward Jones provide?
Julie Thomas offers financial advising, investment management, investment funds, and stock brokerage services.
What are Julie Thomas's specialties as a financial advisor?
Her specialties include 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
How can I schedule an appointment with Julie Thomas at Edward Jones?
You can schedule an appointment by visiting the contact page at https://www.edwardjones.com/us-en/financial-advisor/julie-g-thomas/contact/.
Where is Edward Jones - Financial Advisor: Julie Thomas located?
The office is located at 1928 Weddington Road, Ste B, Weddington, NC 28104, USA.
What languages are spoken at Julie Thomas's Edward Jones office?
English is spoken at the office.
How can I contact Julie Thomas via email or phone?
You can email julie.g.thomas@edwardjones.com or call +1 704-283-1589 to reach her office.
Where can I find the Edward Jones mobile app to manage my investments?
The Edward Jones app is available on Google Play at https://play.google.com/store/apps/details?id=app.edwardjones.mobile&hl=en and on the Apple App Store at https://apps.apple.com/us/app/edward-jones-iphone-app/id457043098?mt=11818.
What nearby medical services are close to Julie Thomas's Edward Jones office?
Nearby medical services include Megremis Gynecology and Pelvic Surgery, Buckingham Chiropractic, Kinetic Spine & Sports Chiropractic Center, Liberty Family Physicians, and Weddington Physical Therapy and Wellness.
What options do I have for legal or real estate services near Edward Jones in Weddington?
Nearby legal and real estate services include Collins Family & Elder Law Group for legal advice, and NextHome Providence and Allison & Associates Realty, LLC for real estate needs.
What local amenities and services can I visit around Edward Jones while in Weddington?
You can visit Weddington Town Hall for community events, The UPS Store 3686 Weddington for printing and shipping, and Panda for dining at a nearby Chinese restaurant.