Edward Jones - Financial Advisor: Jim Paolone, CEPA®|AAMS®

5.0
6 reviews

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: Jim Paolone, CEPA®|AAMS®
300 Technology Center Way, Rock Hill, SC
29730, United States

Hours

Reviews

5.0
6 reviews
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  • SK
    Sasha Koval
    May 8, 2024
    5.0
    My 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.
  • DG
    Debbie Graham
    Dec 23, 2022
    5.0
    Very 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.
  • MH
    Marty Haynes
    Oct 21, 2020
    5.0
    Integrity 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.

Frequently Asked Questions About Edward Jones - Financial Advisor: Jim Paolone, CEPA®|AAMS®

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.