Edward Jones - Financial Advisor: Patrick A Nielsen
Financial Service
Why pick this one
Patrick A Nielsen specializes in wealth strategies and is a CERTIFIED FINANCIAL PLANNER® based in Mooresville, NC.
Best for
- Entrepreneurs seeking investment strategies
- Military professionals needing retirement planning
Look elsewhere if
- Clients looking for budget-focused financial advice
- People not interested in personalized financial planning
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Employee Stock Options
- College Savings
- support for Military Professionals & Veterans
Certifications
- CFP®
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Specializes in strategies for Entrepreneurs & Business Owners
- Offers introductory consultations
- Located in Mooresville, NC
- Serves
- Mooresville
Distilled from this business's own website.
Contact & Location
- Address
- 151 Welton Way, Mooresville, NC 28117
- Phone
- (704) 662-9454
- Website
- https://www.edwardjones.com/patrick-nielsen
- patrick.nielsen@edwardjones.com
Services
- Financial Advisory
- Investment Management
- Retirement Planning