Edward Jones - Financial Advisor: Patrick A Nielsen, CFP® - Mooresville, North Carolina

Address: 105 Turner Rdg Dr Suite 101, Mooresville, NC 28117.
Phone: 047463511.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®

Edward Jones - Financial Advisor: Patrick A Nielsen, CFP® 105 Turner Rdg Dr Suite 101, Mooresville, NC 28117

☎️047463511

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Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®

Edward Jones - Financial Advisor Patrick A Nielsen, CFP® is a distinguished financial professional located at 105 Turner Rdg Dr Suite 101, Mooresville, NC 28117. With extensive experience and a commitment to helping clients achieve their financial goals, Patrick has built a solid reputation in the industry. His office is conveniently accessible, with wheelchair-friendly entrance, parking lot, and restroom facilities. Appointments are highly recommended to ensure personalized attention.

About Patrick A Nielsen, CFP®

Patrick A Nielsen, CFP® is a certified financial planner who specializes in providing comprehensive financial consulting services. His expertise spans financial planning, finance brokering, investment services, and stock brokerage. Patrick's approach is to work closely with clients, understanding their unique financial situations and goals to develop personalized strategies for long-term success.

Why Choose Patrick A Nielsen, CFP®

Expertise in various financial services
Commitment to personalized client experience
Accessible office facilities
Strong reputation with 5/5 average rating

Testimonials

Many clients have shared their positive experiences working with Patrick A Nielsen, CFP®. One satisfied client mentioned, 'I have spent a few years working with Patrick on my financial goals, and I have found his guidance to be invaluable. He makes the process of financial planning easy and stress-free, helping me feel confident about my future.' This sentiment is echoed by the majority of reviews, with the company holding a 5/5 average rating.

Contact and Visit Information

For those interested in learning more about Edward Jones - Financial Advisor Patrick A Nielsen, CFP® or scheduling a consultation, the office is located at 105 Turner Rdg Dr Suite 101, Mooresville, NC 28117. The phone number is 047463511. Further information can be found on their website: edwardjones.com.

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👍 Reviews of Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®

Edward Jones - Financial Advisor: Patrick A Nielsen, CFP® - Mooresville, North Carolina

Angie R.

5/5

I have spent a few years working with Patrick on my financial goals. I've been good at budgeting but never felt confident in long term financial planning, so it's been a relief to have someone I trust, who I can lay out all of my current realities with, and together plan for the future. It can be scary to be so transparent, but Patrick makes that easy! I highly recommend Patrick as an advisor to your financial plans.

Chip L.

5/5

I have have worked with several different financial advisors over the years. I decided to go with Patrick a couple of years ago and I am glad I did.

Patrick has made my experience feel very personal. He takes the time to listen to goals and thoroughly researches options before deciding on a plan. Patrick is an excellent communicator and keeps me up to date when he sees issues or opportunities in the market.

I am very happy that I switched to Patrick and I highly recommend him!!

Mike K.

5/5

In the past few months, I have been grateful to get to know Patrick Nielsen a decent bit. He is a financial advisor at Edward Jones and he has demonstrated several qualities you would want in someone in that role - honest, knowledgeable about his field, looking to form quality long-term relationships, and committed to helping your assets flourish over the long-term. If you are looking for someone with whom to partner in planning your financial future, you would do well to consider Patrick.

Hunter

5/5

Finding the right Financial Advisor can be a stressful experience because of the impact the the right one can have on your family’s financial future and well-being. Patrick is responsive, knowledgeable, strategic and acts with integrity. Working with him over the last year has brought me peace of mind and confidence that I now have a sound and comprehensive financial plan. I strongly encourage you to connect with Patrick to discuss your goals and see how he help.

David E.

5/5

My wife and I switched over to Patrick from our previous financial adviser and we are so glad that we did! Patrick has been so informative and clear with us in handling our finances and we feel so secure knowing that he understands our long-term financial needs and goals. He is very communicative and has walked us through every step of the process along the way. It’s been wonderful seeing the growth of our portfolio knowing that it was him that helped to make all the difference. We recently had our first child and he helped us incorporate her into our long-term plans also. He even quoted us some of the best life insurance rates we’ve run across. I have recommended Patrick to several of my friends and (whoever is reading this) I recommend him to you now - - at the very least, give him a call. You’ll be glad you did!

Christopher B.

5/5

Patrick is great! I have a a graduate degree in Finance and have enjoyed managing my own portfolio of assets for over 20 years. After recently starting a business I no longer had the time but was hesitant to hand the keys over to a financial planner.

However I’m glad I did. Patrick is excellent at what he does and operates with utmost integrity. He is a good listener and advisor and adjusts to your goals and personal situation vs a cookie cutter approach. He is very competent and even as a veteran in personal finance I was able to learn from him and together create a better financial plan.

If you are in the Lake Norman area and looking for a financial planner or just want to inquire if a financial planner is right for you, look no further!

Steve E.

5/5

If you are looking for a good, solid, honest, knowledgeable, hard working, no pressure, financial advisor - that will work with your best interest in mind - you should talk with Patrick. He has given me and a number of my family and friends good, solid, sound, financial advice. His desire is to apply his knowledge and skill to your financial goals so that they may be achieved to the maximum degree. In these uncertain times you need all the sound advice you can get in establishing or maintaining your financial portfolio. Edward Jones has been in the financial advisory business a long time and Patrick and the Edward Jones team can be a huge asset for your financial strategies. Contact Patrick. He will help you!

Scott S.

5/5

I have known Patrick professionally for many years, and when I found out that he became an financial advisor I immediately asked him to help with my planning. Some of my main reasons for selecting him include: his high level of personal integrity; his business acumen; and his relatable personality. I highly recommend speaking with Patrick if you are in need of a financial planner.