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: Jim Paolone, CEPA®
300 Technology Center Way, Rock Hill, SC
29730, United States
Hours
Reviews
5.0
6 reviews
5 stars
6
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1 star0
- SKSasha KovalMay 8, 20245.0My husband and I were skeptical about financial advisement as a whole after a recent increasingly disappointing experience with a well known brokerage group. Jim was referred and we honestly COULD NOT be happier working with him and his team. He is genuine and his active listening skills are beyond reproach. He is a man of his word with unmatched integrity. We trust him implicitly and would recommend taking the time to meet him, Allison, and Tiffany. We are elated to have them in our circle and are excited to leave this well deserved recommendation.
- DGDebbie GrahamDec 23, 20225.0Very pleased with the way Jim and Allyson handled a complicated guardianship situation. These folks are responsive, good listeners, and they follow up when they say they will.
- MHMarty HaynesOct 21, 20205.0Integrity is always the best virtue, especially when dealing with finances. I have been working with Jim for years and have never regretted the decision. You will not either.
- PEPete EspositoJul 6, 20205.0I have been working with Jim Paolone since 2011. I have seen on average a 16% with a overall growth of 53% Jim has been the most caring financial advisor I have worked with. Jim is very personal, not pushy or demanding and always has my best interest in mind. Jim has also been managing our companies 401K since 2017. We are very happy with the plans performance that Jim has strategically designed for us. Jim is definitely one in a million and we are very fortunate to have met him.
Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Paolone, CEPA®
What financial services does Edward Jones - Financial Advisor: Jim Paolone, CEPA®|AAMS® provide?
They offer personalized investment services including retirement planning, education savings, tax-efficient investment strategies, and face-to-face consultations for tailored financial advice.
Where is Edward Jones - Financial Advisor: Jim Paolone, CEPA®|AAMS® located?
The office is located at 300 Technology Center Way, Suite 217, Rock Hill, SC 29730, USA.
What are the business hours of Edward Jones - Financial Advisor: Jim Paolone, CEPA®|AAMS®?
The office is open Monday through Thursday from 9:00 AM to 5:00 PM, and on Friday from 9:00 AM to 4:00 PM. It is closed on Saturdays and Sundays.
How can I make an appointment with Jim Paolone at Edward Jones?
You can make an appointment by visiting their contact page at https://www.edwardjones.com/us-en/financial-advisor/jim-paolone/contact/ or by calling +1 803-980-5550.
Does Edward Jones offer mobile apps for managing investments?
Yes, Edward Jones provides mobile apps available on both Android and iOS platforms to help clients manage their investments conveniently.
What languages are spoken at Edward Jones - Financial Advisor: Jim Paolone, CEPA®|AAMS® office?
Services are provided in English.
Can I use online resources to plan my retirement with Edward Jones?
Yes, they offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help you prepare for your future.
What nearby restaurants could I visit before or after a meeting at Edward Jones in Rock Hill?
You can enjoy dining at Old Town Kitchen & Cocktails, everbowl for acai bowls, or Dank Burrito for Mexican cuisine, all located near Edward Jones.
Are there any fitness centers close to Edward Jones - Financial Advisor: Jim Paolone's office?
Yes, nearby fitness options include Get Fit With Troy gym and the American Cornhole League Headquarters, which also provides recreational activities.
What cultural or entertainment venues are near Edward Jones in Rock Hill?
Nearby cultural and entertainment venues include The Power House - Food Hall and Apartments at University Center, The Power House Apartments, and Villainscon concert venue.