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: Lorissa Scott, CFP®|AAMS®
5710 Oleander Drive, Wilmington, NC
28403, United States
Hours
Reviews
5.0
14 reviews
5 stars
14
4 stars0
3 stars0
2 stars0
1 star0
- EBElizabeth BradleyOct 15, 20245.0Lorissa Scott is a fantastic financial advisor! Lorissa draws upon her deep expertise to provide excellent advice, guidance and management for full financial planning needs. We work directly with Lorissa for savvy holistic portfolio management and she has also helped successfully navigate the particulars of elder care planning and related strategies for our extended family. And Lorissa's office is further enhanced by the terrific support from Christine Lovelock ensuring excellent and timely communication. We greatly appreciate Lorissa's knowledge and the hallmark of her approach is thoughtful, clear, and genuine care.
- JXJulia XerosMar 18, 20225.0A friend of mine mentioned how happy she was with her Edward Jones advisor, Lorissa Scott. I was ready for a change from my current financial advisor. It has been an educational, financial, strategic, empowering, and learning experience to have my assets managed via my partnership with Lorissa Scott. She truly listens and is full-service all the way. We do so much more than analyze the investment side. Her approach is holistic and after today's annual review, I could walk on air! I would recommend Lorissa to anyone who wants to make the most of their Financial Life.
Frequently Asked Questions About Edward Jones - Financial Advisor: Lorissa Scott, CFP®|AAMS®
What investment services does Edward Jones - Financial Advisor Lorissa Scott offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
Where is Edward Jones - Financial Advisor Lorissa Scott located?
The office is located at 5710 Oleander Drive, Suite 203, Wilmington, NC 28403, USA.
What are the office hours for Edward Jones - Financial Advisor Lorissa Scott?
The office is open Monday to Thursday from 9:00 AM to 5:00 PM, Friday from 9:00 AM to 4:00 PM, and closed on weekends.
How can I contact Edward Jones - Financial Advisor Lorissa Scott?
You can contact the office by phone at +1 910-313-0995 or email at lorissa.scott@edwardjones.com.
Is it possible to book a consultation with Lorissa Scott online?
Yes, you can schedule a meeting through the online contact page: https://www.edwardjones.com/us-en/financial-advisor/lorissa-scott/contact/
Does Edward Jones - Financial Advisor Lorissa Scott provide a retirement savings calculator?
Yes, they offer a retirement savings calculator to help clients prepare for their future at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html
Which languages are spoken at Edward Jones - Financial Advisor Lorissa Scott's office?
The office primarily offers services in English.
What amenities or businesses are near Edward Jones - Financial Advisor Lorissa Scott?
Nearby businesses include Premier Pain Solutions (doctor and anesthesiologist), Family First Pediatrics, and Craft Massage & Wellness of Wilmington, which can be convenient for clients combining medical or wellness visits with financial consultations.
Are there any family health services close to Edward Jones' office that clients might visit?
Yes, nearby pediatric services such as Dockside Pediatrics, PLLC and JCMC Wilmington Pediatrics offer family health care options, which may be helpful for clients managing family wellness alongside their financial planning.
What nearby businesses provide complementary services to Edward Jones' financial advising?
Nearby services include legal assistance from Aaron B Anderson PLLC, mortgage lending from Fairway Independent Mortgage Corporation, and accounting help from Hayes CPA, providing a useful network for clients needing comprehensive financial and legal support.