Edward Jones - Financial Advisor: Bo Richardson

Edward Jones - Financial Advisor: Bo Richardson Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Edward Jones - Financial Advisor: Bo Richardson, Financial service, 6001 Gateway Center Drive/Suite 107, Kannapolis, NC.

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4xAfbmO

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

You are appreciated on this Mother’s Day. Whether you are a mother, have filled that role as a grandmother, aunt, sister...
05/11/2025

You are appreciated on this Mother’s Day. Whether you are a mother, have filled that role as a grandmother, aunt, sister, caregiver, mentor, friend, or neighbor, or have lost a precious child, you are valued. You are a constant light, full of encouragement, wisdom, guidance, patience and endless hugs. Your steadfast love and unconditional support are unwavering. Saying thank you is not enough for all you do.

While CDs are an excellent tool for short-term needs, don't forget about the bigger picture. Even your short-term invest...
05/10/2025

While CDs are an excellent tool for short-term needs, don't forget about the bigger picture. Even your short-term investments should keep up with inflation.

You can buy certificates of deposit at your local bank, but Edward Jones offers another option to consider.

With so many account choices, it can be difficult to know where to put your hard-earned retirement dollars. Take a close...
05/07/2025

With so many account choices, it can be difficult to know where to put your hard-earned retirement dollars. Take a closer look at your retirement portfolio options.

Maximize your retirement savings by getting fully up to speed on individual retirement accounts (IRAs).

There’s the obvious options of contributing the max amount to your retirement plan and IRA, but did you know these 5 lit...
05/05/2025

There’s the obvious options of contributing the max amount to your retirement plan and IRA, but did you know these 5 little‐known strategies can help bolster your nest egg?

A “backdoor Roth” and a “mega backdoor Roth” are two powerful retirement strategies.

05/02/2025

At Edward Jones, we offer personalized investment strategies to help you plan for and realize the possibilities of your future – for yourself, your family and future generations.

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Putting together an estate plan may feel overwhelming, but it doesn't have to be. Follow our checklist to help break the...
04/30/2025

Putting together an estate plan may feel overwhelming, but it doesn't have to be. Follow our checklist to help break the process into smaller, manageable pieces.

A checklist to help you get started

With all the different types of retirement accounts available, it can be difficult to know which one is right for you. B...
04/28/2025

With all the different types of retirement accounts available, it can be difficult to know which one is right for you. But having more than one type of retirement account could actually help you achieve your retirement goals faster. Here’s what you should know about two effective retirement accounts—an IRA and 401(k).

Benefits to having both

Address

6001 Gateway Center Drive/Suite 107
Kannapolis, NC
28081

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+17047849498

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