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108 Argus Ln Ste B, Ste B, Mooresville, NC, 28117, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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
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.
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
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.
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.
Edward Jones - Financial Advisor: Roy E Boone has a 5 star rating with 27 reviews.
Edward Jones - Financial Advisor: Roy E Boone is open now. It will close at 5:00 p.m.
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