Edward Jones - Financial Advisor: Steve Jackson

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones, nestled in the heart of Lexington, NC, stands as a beacon of financial guidance for individuals, families, and small businesses seeking to navigate the complexities of investment strategies and financial planning. Specializing in personalized solutions, the firm excels in investment management, retirement and estate planning, and education savings programs, tailoring each approach to suit the unique needs of their clients. Boasting a network of dedicated financial advisors spanning the nation, Edward Jones places a premium on fostering enduring advisor-client bonds. Through in-depth consultations and unwavering support, the firm equips clients with the tools to navigate life's myriad stages confidently. Emphasizing a bespoke approach over generic, transactional interactions, Edward Jones ensures that meticulous planning is within reach for investors from all walks of life. Generated using this brand's available information

Personal Trust Services, Estate Administration, Retirement Plan Advisory Services, Legacy Planning, and Asset Management