Edward Jones - Financial Advisor: Nikki Barrett, CFP® - Asheville, North Carolina

Edward Jones - Financial Advisor: Nikki Barrett, CFP®

Edward Jones is a well-established financial services firm with a location in Asheville, North Carolina. The firm's financial advisor, Nikki Barrett, CFP®, offers a wide range of financial services to help clients achieve their short and long-term financial goals. Nikki is a Certified Financial Planner™ professional, which means she has the knowledge and expertise to provide comprehensive financial planning services.

The office is conveniently located at 184 E Chestnut St Suite 2, Asheville, NC 28801, United States. The physical address is important to know if you prefer to visit in person rather than conducting meetings virtually. To get in touch with the firm, you can call them at 828-258-7090 or visit their website at edwardjones.com. The website provides additional information about the services offered and the team.

Nikki Barrett specializes in several key areas, including:

• Financial consulting to provide personalized advice tailored to each client's unique situation
• Finance brokerage to help clients invest in a diversified portfolio of securities
• Investment services to guide clients in building and managing investment accounts
• Stock brokerage to facilitate the buying and selling of stocks on behalf of clients

In addition to the specializations, the office is equipped with several amenities to accommodate clients with disabilities, such as a wheelchair-accessible entrance, parking lot, and washroom. Appointments are recommended, but the firm may be able to accommodate walk-ins if possible.

Currently, Edward Jones - Financial Advisor: Nikki Barrett, CFP® has one review on Google My Business, and the average opinion is a perfect 5 out of 5 stars. This positive feedback suggests that clients have had a great experience working with Nikki and her team.

👍 Reviews of Edward Jones - Financial Advisor: Nikki Barrett, CFP®

Steve R.

5/5

Nikki was amazing to deal with, heads above any other financial advisor ever encountered! After sending her a list of some of my current investments, she set up a meeting for us to discuss all possibilities, The meeting lasted for two hours at which time Nikki went over everything. When I arrived at her office, in downtown Asheville, she had a 25 page print out ready for me. It had numerous proposals as how to continue to build a strong and safe investment portfolio. She was super nice, and so amazingly informative and prepared. So very easy to understand and communicate with. I told me that for half of her working career was spent as a nurse. This sealed the deal for me. Nurses are some of the most caring people on the planet. Most go out of their way to make you comfortable and feel better. Nikki was easily so much more than some of the pushy and aggressive brokers I have dealt with in the past. Most of them more interested in their commission than your financial well being. Nikki would have been successful in any career that she chose. Fortunately for me Nikki is now my one and only financial broker and advisor!