Guide > Audit & Consulting in North Carolina > Audit & Consulting in Concord > Edward Jones - Financial Advisor: Loretta L Gifford
Edward Jones - Financial Advisor: Loretta L Gifford
970 Branchview Drive Northeast, Concord, NC 28025
Location & Phone number
970 Branchview Dr NE Ste 150, Concord, NC 28025, United States
About the Business
Edward Jones - Financial Advisor: Loretta L Gifford is a trusted financial institution located in Concord, North Carolina. Our dedicated team of professionals is committed to helping clients achieve their financial goals through personalized investment strategies and expert guidance. With a focus on building long-term relationships, we offer a wide range of financial services including retirement planning, wealth management, and education savings. Visit us at 970 Branchview Drive Northeast to learn how we can help secure your financial future.
Photos
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Loretta & Susan are both amazing. They've been. So patient with me and have both gone above and beyond multiple times"
"Loretta and Susan are consummate professionals. They are extremely helpful, patient and where needed, have just the right amount of persistency. I have never felt better taken care of by any other financial advisors: I’m 63 years old and have dealt with more than a few. I’d wish I could give them 6 stars!!!!!"
"If you are looking for a hard working Financial advisor Lorretta Gifford is your person. She has helped me plan for the future and hasn't missed a step. Very knowledgeable and friendly! I had several 401K's from previous employers, she got all of them taken care of for me and is make my future look promising. It's important have a retirement and a plan. Lorretta has done a wonderful job of helping me understand all the aspects of getting to my retirement goal. Her passion to help others achieve their goals is outstanding. Proud to have her on my side!"
"All I can say is Loretta is one of a kind! After having worked with her, I can see why she excels at what she does. She has such an easy-going spirit that makes you feel at ease, but also projects professionalism and knowledge about the financial world so you can't help but know you're in good hands. As a woman I feel more comfortable working with a woman, and Loretta is just the kind of advisor I was looking for! Can't recommend her enough."
"Loretta Gifford with Edward Jones really understands financial planning. She is very approachable and definitely has the best interests of her clients in mind. Having a long history in education as a teacher, she uses those skills to explain financial matters in a way everyone can understand."
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