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: Kelly Luckhaus, CFP®
201 North Front Street, Wilmington, NC
28401, United States
Hours
Reviews
3.7
3 reviews
5 stars
2
4 stars0
3 stars0
2 stars0
1 star
1
- JDJessy DavenportJun 1, 20231.0Unbelievably rude and unprofessional. I followed her from my previous employer and kept her as my personal financial advisor for the past years. I clearly wasn't making her enough money because she dumped me as a client and recommended that I start seeing a "less experienced" financial advisor instead because I stopped paying term life insurance premiums after the "ordeal" of getting my policy in place. I stopped paying my premiums because a traumatic event happened in my life. Apparently money is more important than life events of her clients. I DO NOT RECOMMEND this financial advisor. Find someone like who I thought she was, a kind hearted person that puts their clients first, and knows the money will come after.
- KMkevin MotleyJan 5, 20225.0Exceptional service by Kelly. Really pleased with her advice.
Frequently Asked Questions About Edward Jones - Financial Advisor: Kelly Luckhaus, CFP®
What services does Edward Jones - Financial Advisor: Kelly Luckhaus provide?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor: Kelly Luckhaus located?
The office is located at 201 North Front Street, Suite 611, Wilmington, NC 28401, USA.
What are the office hours for Edward Jones - Financial Advisor: Kelly Luckhaus?
The office is open Monday through Thursday from 9:00 AM to 4:30 PM, and Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I schedule a consultation with Kelly Luckhaus at Edward Jones?
You can schedule a consultation online through the contact page at https://www.edwardjones.com/us-en/financial-advisor/kelly-luckhaus/contact/
Can I access Edward Jones services via a mobile app?
Yes, Edward Jones offers mobile apps available for both Android and iOS platforms to help manage your investments on the go.
What languages are supported at Edward Jones - Financial Advisor: Kelly Luckhaus?
Services are provided in English.
How can I contact Edward Jones - Financial Advisor: Kelly Luckhaus by phone or email?
You can call +1 910-341-3242 or email kelly.luckhaus@edwardjones.com for inquiries and appointments.
What nearby places can I visit before or after my appointment at Edward Jones?
Nearby places include Shine On Massage Therapy for relaxation, Wine Knot Sky Bar & Lounge for drinks, and Sankofa Event Space for events.
Are there any nearby wellness or counseling centers near Edward Jones?
Yes, several counseling and mental health centers such as Triad Behavioral Resources, Flourish Mental Wellness, and Family Ties Mental Health & Substance Abuse Counseling Services are nearby.
What nearby professional services might be useful for clients visiting Edward Jones?
Clients can find nearby services like Dowd Technology Group for software development, Big Wolf Media Productions for event photography, and Cloud Architect Staffing for career counseling.