Edward Jones - Financial Advisor: Roy E Boone, AAMS™ - Mooresville, North Carolina

Address: 151 Welton Way, Mooresville, NC 28117.
Phone: 046629454.
Website: edwardjones.com
Specialties: Financial consultant, Finance broker, Investment service, Stock broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Edward Jones - Financial Advisor: Roy E Boone, AAMS™

Edward Jones - Financial Advisor: Roy E Boone, AAMS™ 151 Welton Way, Mooresville, NC 28117

☎️046629454

⏰ Open Hours of Edward Jones - Financial Advisor: Roy E Boone, AAMS™

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

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Edward Jones - Financial Advisor: Roy E Boone, AAMS™

Edward Jones - Financial Advisor: Roy E Boone, AAMS™ is a distinguished financial services firm located at 151 Welton Way, Mooresville, NC 28117. Established with the goal of providing exceptional financial guidance to clients, Roy E Boone and his team have consistently delivered top-notch services that have helped countless individuals and businesses achieve their financial goals.

Specialties and Services:

Financial consultant
Finance broker
Investment service
Stock broker

In addition to these core services, the firm also offers wheelchair accessible parking and restrooms, making it convenient for all clients to access their services. Appointments are recommended to ensure personalized attention and the best possible experience for each client.

Expertise and Experience:

Roy Boone has been a trusted financial advisor since 2019, with a strong focus on providing personalized advice tailored to each client's unique needs and goals. His expertise in various financial areas, such as investments, retirement planning, and wealth management, has earned him a stellar reputation among his clients.

Client Feedback and Reviews:

Edward Jones - Financial Advisor: Roy E Boone, AAMS™ has received an impressive 22 reviews on Google My Business, with an average rating of 5 out of 5 stars. Clients consistently praise Roy Boone's knowledge, professionalism, and respect for their individual needs. One satisfied client notes, 'As a single woman, it's such a comfort to know I can call Roy for his advice, insights and recommendations when considering my options and facing financial decisions.' Another client appreciates Roy's 'advice and guidance that have helped me grow my wealth and achieve my financial goals.'

Contact Information and Access:

To schedule an appointment or learn more about the services offered by Edward Jones - Financial Advisor: Roy E Boone, AAMS™, clients can visit their website at edwardjones.com or call 046629454. The firm's location at 151 Welton Way, Mooresville, NC 28117 offers easy access and ample parking for all clients.

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"summary": "Edward Jones - Financial Advisor: Roy E Boone, AAMS™ is a highly-rated financial services firm offering personalized financial guidance, investment services, and more in Mooresville, NC.",
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👍 Reviews of Edward Jones - Financial Advisor: Roy E Boone, AAMS™

Edward Jones - Financial Advisor: Roy E Boone, AAMS™ - Mooresville, North Carolina

Judy I.

5/5

I've relied on Roy Boone for financial guidance since 2019. As a single woman, it's such a comfort to know I can call Roy for his advice, insights and recommendations when considering my options and facing financial decisions. He's knowledgeable, professional and always respectful.

Michael K.

5/5

Roy Boone is a phenomenal financial advisor. His knowledge of investing and business is the best. Along with his engineering degree, Roy holds an MBA and provides excellent advice to those of us who own small businesses. Monika is the Senior Branch Office Administrator who has been nationally recognized for her work with Edward Jones. My wife and I could not be more pleased with these folks and the financial assistance they have provided, especially in these trying times. We would highly recommend them to anyone looking for a financial advisor. You will be thrilled with your choice. They are a class act and are great individuals as well!

Patrik K.

5/5

Roy and Monika are absolutely great at what they do. I really feel like Roy always has the best interest in my family's financial goal. He is very knowledgeable and not only grows our wealth but also educate us along the way. He has guided us through these tough uncertain times. I recommend him to anyone who is serious about beginning to invest or looking for someone to grow their wealth.

Medina W.

5/5

Roy is a great financial advisor. He listens to your concerns and helps you make decisions. Roy and Monika are like family, they always ask about family members. They stay in touch with you. Both Roy and Monika are detail oriented and will get back to you the same day. I have been very pleased with my financial outcomes.

Ashleigh K.

5/5

If you are looking for someone to invest with you most definitely should check out Mr. Roy Boone and Monika at Edward Jones. We have been working with Roy & Monika for the past 3 years, and they have been able to provide thoughtful tax smart solutions helping us feel confident that we are on the right track to meet or exceed our long term goals. They took the time to get to know our unique situation and offer tailored advice. We are the 4th generation in our family to use Edward Jones and the office of Roy and Monika and our next step will be to invest for our son and his future.

Thank you Roy and Monika for all you do!!!

Ashleigh & Patrik Kirsch

Colin M.

5/5

Roy and Monika are amazing. Everytime I call with a question Monika answers and she knows exactly who she is talking to and that makes me feel like part of the family and not just some client calling in. Cant say enough good things about her.
Roy is awesome when it comes to handling the money. He really makes it easy to understand and helps you come to a conclusion to what you want to do. He doesnt just tell you what to do with your money, Roy gives to options and leads you in a direction that fits your goals. I refer everyone that is looking for an accountant to Roy as he is the best.

Gary O.

5/5

It can be very stressful to give your hard earned money to someone you don't know. You sit and wonder am I making a mistake. After making an appointment and sitting down with Roy Boone for a couple of hours, I just felt comfortable giving him my money to invest. That was 4 years ago and it has been a perfect fit for me. Roy always guides me on what to invest in and always has my best interest and never pressures me into something I'm not comfortable with. He makes investing fun, especially when you're making money. Thanks Roy for all you do.

Brad H.

5/5

Roy has been great to deal with and I'm glad I started a portfolio with him over 10 years ago. He is down to earth and easy to work with. Edward Jones is also a great company to be associated with. Highly recommend!