Edward Jones - Financial Advisor: Roy E Boone's cover image

This profile has been claimed by the business owner or representative.

Edward Jones - Financial Advisor: Roy E Boone

5.0

About this business

Location details

108 Argus Ln Ste B, Ste B, Mooresville, NC, 28117, United States

Get directions
WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.027 reviews
Select a rating
Abby Spencer's profile image
Abby Spencer 
4 months ago

We've worked with Roy, Monika and Susan for over 3 years. They're responsive, very helpful, easy to work with and get in touch with. Getting a CFP was something on our to-do list for years and were referred to Roy by a family member. THANK GOODNESS because they have helped us more than I can say. Roy is cool and collected, knowledgeable and never lets us feel like we don't know what we're doing (which sometimes I don't think we know what we're doing with our retirement plan). I would highly recommend them! It's changed our l... read more

Lady Hawke's profile image
Lady Hawke 
2 months ago

We have had Roy as our financial planner for several years now and will never consider or trust anyone else for our retirement. He is clear, knowledgeable and gives result driven advice. I can approach him with any concern or doubts as I am NOT financial savvy. He and his support staff are truly stellar, and this remark has been earned at every turn. 

Michael Keller's profile image
Michael Keller 
6 years ago

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 f... read more

Patrik Kirsch's profile image
Patrik Kirsch 
5 years ago

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. 

Medina Wilson's profile image
Medina Wilson 
5 years ago

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. 

Frequently asked questions about Edward Jones - Financial Advisor: Roy E Boone

How is Edward Jones - Financial Advisor: Roy E Boone rated?

Edward Jones - Financial Advisor: Roy E Boone has a 5 star rating with 27 reviews. 

When is Edward Jones - Financial Advisor: Roy E Boone open?

Edward Jones - Financial Advisor: Roy E Boone is open now. It will close at 5:00 p.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com