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Edward Jones - Financial Advisors
Referral from
Dec 30, 2014
Laura W.:
Need a new financial advisor to handle some investments (retirement accounts). We have been working with someone at Wells Fargo for...
Marc B.:
Steve Reese with Edward Jones in Hickory. I don't live in Hickory anymore, but he has a license to practice in multiple states. He's... Frequently Mentioned on Social Media
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Referral from December 30, 2014
Laura W. asked:
Need a new financial advisor to handle some investments (retirement accounts). We have been working with someone at Wells Fargo for years and I am totally dissatisfied....
Bryan R. replied:
Gotcha. I used to use a guy names Al Krausz at what is now Wells (was with AG Edwards before they got bought but they kept their team intact). I liked him but stopped believing in advisers after I did the research on how well they actually perform.
Paula W. replied:
My cousin is wonderful. Also at Wells Fargo. I'll email you her contact.
Loyd H. replied:
Ameriprise Financial is my company. Very satisfied!
Referral from November 4, 2013
Maggie H. asked:
Anybody out there use or know of a financial advisor? What are their rates? Would you recommend them? I would be okay with someone in Hickory or Lincolnton.
Laura F. replied:
Patrick Elmore in Denver is great. Michael Huss and Randy Robin Huss) use him.
Kerry H. replied:
I use Edward Jones.
Michelle P. replied:
Kelly Jones works in Hickory with Thrivent Financial for Lutherans.
Allyson L. replied:
My friend Sarah Paris is mine. She lives in Lincolnton, but her office is in Charlotte so I don't know if that would work for you. I would be glad to put you in touch if you want though!
Ann U. replied:
Jody Rhyne in Lincolnton.
Tracy B. replied:
Chris Rhyne is good
Robin H. replied:
Patrick Elmore in Denver is awsome!
Pat H. replied:
Mike Bell is ours and he is in Hickory.
Referral from February 2, 2015
Peter N. asked:
Long live the Nelson household. Glad I know a good financial advisor at Spectrum Financial. :)
Ann N. replied:
I knew it all along! So did Brian Stinson.
Referral from July 23, 2014
Romeo H. asked:
So today we have filled the mortgage, book keeping, and interior designer seats in our BNI group. We are still looking to fill the CPA, electrician, HVAC, computer...
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