Edward Jones - Financial Advisor: Dale Luna, AAMS®
Why pick this one
They provide a complimentary consultation to discuss personal financial goals and investment options with clients.
Best for
- individuals seeking personalized financial advice
- clients looking for investment strategies
Look elsewhere if
- those seeking automated investment solutions
- individuals who prefer low-cost online trading platforms
Certifications
- AAMS®
What makes them different
- Complimentary consultations available
- They discuss personal financial goals and investing styles during meetings
- Assistance with account setup and online access
- Response time
- They offer complimentary consultations.
Distilled from this business's own website.
Contact & Location
- Address
- 11211 Lawyers Road, Suite 110, Mint Hill, NC 28227
- Phone
- 7045453313
- Website
- https://www.edwardjones.com/us-en/financial-adv...
Services
- investment advising
- financial planning