Edward Jones - Financial Advisor: Roy E Boone, AAMS®

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Mooresville, United States

edwardjones.com
Financial consultant· Finance broker· Financial audit· Financial planner· Investment service· Stock broker

Edward Jones - Financial Advisor: Roy E Boone, AAMS® Reviews | Rating 5 out of 5 stars (8 reviews)

Edward Jones - Financial Advisor: Roy E Boone, AAMS® is located in Mooresville, United States on 108 Argus Ln Suite B. Edward Jones - Financial Advisor: Roy E Boone, AAMS® is rated 5 out of 5 in the category financial consultant in United States.

Address

108 Argus Ln Suite B

Phone

+17046600639

Open hours

...
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Medina Wilson

Roy is a great financial advisor. He listens to your concerns and helps you make decisions. Roy and Monika are like family, they always ask about family members. They stay in touch with you. Both Roy and Monika are detail oriented and will get back to you the same day. I have been very pleased with my financial outcomes.

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Colin Meekhof

Roy and Monika are amazing. Everytime I call with a question Monika answers and she knows exactly who she is talking to and that makes me feel like part of the family and not just some client calling in. Cant say enough good things about her. Roy is awesome when it comes to handling the money. He really makes it easy to understand and helps you come to a conclusion to what you want to do. He doesnt just tell you what to do with your money, Roy gives to options and leads you in a direction that fits your goals. I refer everyone that is looking for an accountant to Roy as he is the best.

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Kat Olive

I have been very impressed with Roy and Monika! Not only have they both been extremely responsive they both also take the time to fully explain and make sure you have all your questions answered. Even prior to joining as a client Roy took the time to discuss all my options. I am very confident my are in great hands. Thank you!

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Patrik Kirsch

Roy and Monika are absolutely great at what they do. I really feel like Roy always has the best interest in my family's financial goal. He is very knowledgeable and not only grows our wealth but also educate us along the way. He has guided us through these tough uncertain times. I recommend him to anyone who is serious about beginning to invest or looking for someone to grow their wealth.

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Michael Keller

Roy Boone is a phenomenal financial advisor. His knowledge of investing and business is the best. Along with his engineering degree, Roy holds an MBA and provides excellent advice to those of us who own small businesses. Monika is the Senior Branch Office Administrator who has been nationally recognized for her work with Edward Jones. My wife and I could not be more pleased with these folks and the financial assistance they have provided, especially in these trying times. We would highly recommend them to anyone looking for a financial advisor. You will be thrilled with your choice. They are a class act and are great individuals as well!

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Gary Ott

It can be very stressful to give your hard earned money to someone you don't know. You sit and wonder am I making a mistake. After making an appointment and sitting down with Roy Boone for a couple of hours, I just felt comfortable giving him my money to invest. That was 4 years ago and it has been a perfect fit for me. Roy always guides me on what to invest in and always has my best interest and never pressures me into something I'm not comfortable with. He makes investing fun, especially when you're making money. Thanks Roy for all you do.

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Ashleigh Kirsch

If you are looking for someone to invest with you most definitely should check out Mr. Roy Boone and Monika at Edward Jones. We have been working with Roy & Monika for the past 3 years, and they have been able to provide thoughtful tax smart solutions helping us feel confident that we are on the right track to meet or exceed our long term goals. They took the time to get to know our unique situation and offer tailored advice. We are the 4th generation in our family to use Edward Jones and the office of Roy and Monika and our next step will be to invest for our son and his future. Thank you Roy and Monika for all you do!!! Ashleigh & Patrik Kirsch

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Chad Sloan

Roy Boone and Monika are the Dream Team of financial advisors! Roy is a “solutions guy”. There is no problem he can’t help you find a solution to. He is not just my advisor he is a trusted friend and mentor.