Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®
Why pick this one
They specialize in wealth strategies and retirement savings strategies, offering tailored financial advisory services in Mooresville.
Best for
- wealth management for entrepreneurs
- retirement planning for military professionals
- financial strategies for college savings
Look elsewhere if
- looking for low-cost financial services
- interested in non-advisory financial products
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Employee Stock Options
- College Savings
Certifications
- CFP®
What makes them different
- Patrick A Nielsen is a certified financial planner (CFP®)
- Focused on entrepreneurs and business owners
- Specializes in military professionals and veterans
- Serves
- Mooresville
Distilled from this business's own website.
Contact & Location
- Address
- 105 Turner Ridge Dr, Suite 101, Mooresville, NC 28117
- Phone
- 7047463511
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- patrick.nielsen@edwardjones.com
Services
- Financial Advisory Services