Edward Jones - Financial Advisor: Nicholas B Loveless, ChFC®|AAMS®|CRPC™

5.0
6 reviews

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: Nicholas B Loveless, ChFC®|AAMS®|CRPC™
121 West Main Street, American Fork, UT
84003, United States

Hours

Reviews

5.0
6 reviews
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  • BK
    Brandy Kramer
    Apr 15, 2024
    5.0
    Working with Nick for over a decade has been an absolute pleasure. His dedication to his clients is unparalleled, and we consider ourselves fortunate to have him as our financial advisor. Nick's commitment to his clients goes beyond just managing investments; he takes the time to thoroughly address any questions or concerns we have, ensuring we're fully informed and comfortable with our financial decisions. His depth of knowledge in the realm of investments is truly impressive, and we trust his expertise implicitly. What sets Nick apart is his proactive approach to client care. It's not uncommon for his office to reach out to us, checking in on our progress and ensuring everything is on track. This level of attentiveness reassures us that our financial well-being is always a top priority for Nick. What's more, it's evident that Nick genuinely cares about our financial goals and aspirations. He doesn't just provide advice; he actively listens, asks thoughtful questions, and tailors his recommendations to suit our unique needs and circumstances. In summary, we wholeheartedly recommend Nick as a financial advisor. His professionalism, expertise, and genuine concern for his clients make him a standout in his field. We look forward to continuing our partnership with Nick for many years to come.
  • LL
    L “Lee”
    Aug 30, 2021
    5.0
    I'll start by saying , I'm not knowledgeable in finances, AT ALL, so I need alot of understanding, information and patience in my advisor. Well I FOUND HIM!!!! . 😁😎🥰 Nick is super!! Smart, Knowledgeable,  awesomely efficient, completely thorough and just a real savvy guy. Ask about a stock, bond, Mutual Fund ect.. and he goes to work investigating ALL aspects of the stock you asked about. AND questions, well he loves questions, so ask away. He IS on the ball and has helped us build a very nice retirement account. And is now guiding us through the transition of RETIREMENT and all that entails. He's a go getter, that always has the time to answer my questions about any and everything( which is most stuff) I don't understand with the patience of a saint. So if your reading this, YOU must be looking, for a AWESOME Financial Advisor, look NO further!!!. Just give Nick a call, have a chat and see what I mean. You'll be really glad you did!!!!
  • PH
    Pam H
    Sep 15, 2020
    5.0
    Simply the Best! Go see Nick! You will be glad you did!
  • JW
    Jace Wilkins
    Sep 19, 2018
    5.0
    I've had nothing but positive experiences with Nick. I'm a CPA and so I have a lot of interactions with financial advisers, often trying to convince me to sell my clients on a new financial instrument that will rake in high commissions. Nick has never done anything like that. I've always felt that he has the best interest of his clients at heart and he doesn't make recommendations based on the commission coming to him. That's why I refer clients his way and have my personal IRA with him.
  • CM
    Christopher Morgan
    May 26, 2017
    5.0
    Nick is very personable and knows what he is doing. I feel very happy with my decision to use him.

Frequently Asked Questions About Edward Jones - Financial Advisor: Nicholas B Loveless, ChFC®|AAMS®|CRPC™

What services does Edward Jones - Financial Advisor: Nicholas B Loveless 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: Nicholas B Loveless located?

The office is located at 121 West Main Street, Suite #2, American Fork, UT 84003, USA.