Business Details
About
Investment Service
Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
Location
Edward Jones - Financial Advisor: Erik Heller
3130 Lee Highway, Bristol, VA
24202, United States
Reviews
5.0
9 reviews
5 stars
9
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1 star0
- GRGavin RoseSep 16, 20255.0Erik is one of the most thoughtful and trustworthy advisors I’ve worked with. His background in education shines through in how clearly he communicates and how deeply he cares about helping people understand their options and feel confident in their decisions. Whether you want a detailed explanation or just the highlights, Erik meets you exactly where you are. If you’re looking for a Financial Advisor, Erik is where you want to be. You’ll be blessed to know him and even more blessed as he serves you with integrity and heart.
- KUKyle UmlandJul 9, 20255.0Erik has a passion for helping people through their financial wellbeing. He has helped me, my wife and my oldest son. For me in particular he showed me a great way to get a much higher interest rate than my bank savings account was giving. Really appreciate and highly recommend his services!
- LSLucas StilesJul 3, 20255.0Erik Heller provides top-notch financial guidance—always attentive, knowledgeable, and dependable. He takes the time to understand your goals and delivers clear, trustworthy advice. Highly recommend!
- CHCari HeldrethJun 11, 20255.0Erik is truly dedicated to what he does, and his passion for his work shows! You need to set up an appointment, he won't steer you wrong!
- CCC CarmicalDec 5, 20245.0If you haven't met with Erik yet about your financial picture, you need to! He knows his stuff when it comes to retirement planning, and he's such a down-to-earth guy that it's very easy to discuss your future plans with him. I have no reservations about recommending Erik for your financial planning needs, whether you're just starting your journey or are well on your way. Give him a call, you won't regret it!
Frequently Asked Questions About Edward Jones - Financial Advisor: Erik Heller
Who is the financial advisor at Edward Jones located at 3130 Lee Highway Suite 205, Bristol, VA?
The financial advisor is Erik Heller at Edward Jones in Bristol, VA.
What services does Edward Jones - Financial Advisor: Erik Heller offer?
Services include Financial Advising, Investment Management, Investment Funds, and Stock Brokering.
What specialties does Erik Heller have as a financial advisor?
Specialties include 401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, and Traditional IRAs.
How can I schedule an appointment with Erik Heller?
You can schedule an appointment online through the Edward Jones contact page for Erik Heller.
What languages are spoken by the financial advisor Erik Heller?
Erik Heller provides financial advisory services in English.
Where can I learn more about IRAs related to Edward Jones services?
Learn more about IRAs on the official Edward Jones IRA market news and insights page.
How can I contact Edward Jones - Financial Advisor Erik Heller?
You can contact them by phone at +1 276-469-0040 or via email at erik.heller@edwardjones.com.
What nearby medical facilities can I find close to Edward Jones - Financial Advisor Erik Heller in Bristol?
Nearby medical facilities include Preston Square Rehabilitation and Wellness, Veterans Affairs Bristol VA Clinic, Bettis Family Dentistry, VA Outpatient Clinic on Lee Highway, and Renaissance Medical Care.
Are there convenient dining options near Edward Jones at 3130 Lee Highway?
Yes, nearby dining options include Zaxby's, Texas Roadhouse, Buffalo Wild Wings, and Starbucks for coffee and snacks.
What nearby amenities can I find if I visit Edward Jones - Financial Advisor Erik Heller?
Nearby amenities include a PNC ATM for banking, Comfort Inn and Bristol Arcadia Inn for accommodations, and Ferguson Plumbing Supply for home needs.