Financial Advisors
Charlotte, NC
Edward Jones financial advisor Mike Schmidt, CFP®, provides comprehensive financial planning and investment management services to individuals and families in the Charlotte area. With CFP certification, Schmidt helps clients build and protect wealth through personalized financial strategies including retirement planning, investment management, and financial goal setting. Edward Jones is a well-established financial services firm known for its one-on-one advisor relationships and local presence.
Ideal for: Individuals and families seeking retirement planning, those building investment portfolios, small business owners
Service area: Charlotte, NC and surrounding areas
CFP Certified Advisor: Mike Schmidt holds CFP® certification, demonstrating advanced training and expertise in comprehensive financial planning.
Local One-on-One Service: Part of Edward Jones's personalized advisory model, offering direct relationships with a dedicated financial advisor in your community.
Comprehensive Planning: Services span retirement planning, investment management, and financial goal setting tailored to individual client needs.
Address: 1441 Heather Ln B, Charlotte, NC 28209
Phone: (704) 565-5161
Website: edwardjones.com
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