Edward Jones - Financial Advisor: Steve Jackson, CEPA® - Lexington, North Carolina

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Edward Jones - Financial Advisor: Steve Jackson, CEPA®

Edward Jones is a prominent financial services firm with a dedicated presence in Lexington, NC. The firm's financial advisor, Steve Jackson, is a Certified Estate Planning Advisor (CEPA®) who specializes in providing comprehensive financial solutions to clients in the area. With his extensive expertise and personalized approach, Steve Jackson helps individuals, families, and businesses achieve their financial goals through various investment services, financial consulting, and stock brokerage.

Location and Contact Information

Steve Jackson's office is conveniently located at 315 S Talbert Blvd, Lexington, NC 27292, offering easy access for appointments. Clients can reach him directly by phone at 62245329. For more information or to explore financial solutions, visit the official Edward Jones website at edwardjones.com.

Specialties and Services

• Financial consultant
• Finance broker
• Investment service
• Stock broker

Accessibility and Amenities

• Wheelchair accessible parking lot
• Wheelchair accessible entrance
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Client Testimonials and Reviews

Steve Jackson and his team have earned a stellar reputation among their clients for their exceptional service and expertise. The firm has garnered 3 reviews on Google My Business, with an impressive average rating of 5/5. One satisfied client shared that Steve went 'far above and beyond the call to treat our family right over the short and long haul,' while another praised his 'smart, responsive, and compassionate' approach to handling their family's financial matters. These testimonials highlight the firm's commitment to providing top-notch financial guidance and personalized care to each client.

In summary, Edward Jones - Financial Advisor: Steve Jackson, CEPA® is a highly recommended financial services firm in Lexington, NC, offering specialized expertise in financial consulting, investment services, and stock brokerage. With a strong focus on client satisfaction and a dedication to delivering personalized solutions, Steve Jackson and his team are well-positioned to help individuals, families, and businesses achieve their financial goals.

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👍 Reviews of Edward Jones - Financial Advisor: Steve Jackson, CEPA®

Mike O.

5/5

Steve has managed affairs for my Dad, stepmom and aunt for years. I had always heard he was good, but when we came into a family crisis and I had to step in from 1,000 miles away, Steve and his team were rocks — smart, responsive and compassionate. Steve went far above and beyond the call to treat our family right over the short and long haul. I would trust him with any investment or judgment for any family matter.

Adam S.

5/5

Steve and his staff handle our families retirement funds. While we don't have a lot to invest right now, Steve still treats us like we have millions invested with him. I cannot recommend Steve enough.

Tammy S.

5/5