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Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®
105 Turner Ridge Drive, Mooresville, North Carolina, United States
About the Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®
Edward Jones - Financial Advisor: Patrick A Nielsen, CFP® is a trusted financial institution located at 105 Turner Ridge Drive in Mooresville, North Carolina, United States. As a Certified Financial Planner, Patrick A Nielsen provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or building wealth for the future, Patrick A Nielsen and the team at Edward Jones are dedicated to providing top-notch financial services tailored to your individual needs. Contact them today to start planning for a secure financial future.
Photos of Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®
105 Turner Rdg Dr Suite 101, Mooresville, NC 28117, United States
Reviews of Edward Jones - Financial Advisor: Patrick A Nielsen, CFP®
"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."
"Patrick is an extremely insightful, competent and empathetic financial advisor. Highly recommend utilizing his services."
"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."
"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."
"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!"
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