Edward Jones - Financial Advisor: John V O'Connor

Why pick this one

Edward Jones - Financial Advisor John V O'Connor offers a range of financial services including estate planning and retirement strategies in Charlotte.

Best for

  • clients seeking retirement and wealth strategies
  • individuals planning for estate and legacy needs

Look elsewhere if

  • clients with very specific investment needs not covered by their specialties

Specialties

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Divorce Finances
  • New Investors

What makes them different

  • Accepting new clients
  • Serves clients of all asset levels
  • Offers an introductory consultation
Serves
Charlotte

Distilled from this business's own website.

Contact & Location

Address
1441 Heather Ln Ste B, Charlotte, NC 28209
Phone
7045655161
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
john.oconnor@edwardjones.com

Services

  • financial advising
  • wealth management

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