Edward Jones - Financial Advisor: Ron Smith

Why pick this one

They offer personalized financial services and are located in Concord, NC, making them accessible for local clients.

Best for

  • individuals seeking comprehensive financial planning
  • clients needing help with major financial events

Look elsewhere if

  • looking for online-only financial services
  • clients preferring a wide array of investment products not typically offered by major firms

Specialties

  • investment strategy review
  • financial planning assistance
  • account opening support

Certifications

  • MBA

What makes them different

  • located in Concord, NC
  • offers complimentary consultations
  • provides personalized financial services
Serves
Concord

Distilled from this business's own website.

Contact & Location

Address
227 Branchview Drive, Concord, NC 28025
Phone
7047884172
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
ronald.smith@edwardjones.com

Services

  • financial advising
  • wealth management

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