Edward Jones - Financial Advisor: Patrick A Nielsen

My wife and I switched over to Patrick from our previous financial adviser and we are so glad that we did! Patrick has been so informative and clear with us in handling our finances and we feel so secure knowing that he understands our long-term financial needs and goals. He is very communicative and has walked us through every step of the process along the way. It’s been wonderful seeing the growth of our portfolio knowing that it was him that helped to make all the difference. We recently had our first child and he helped us incorporate her into our long-term plans also. He even quoted us some of the best life insurance rates we’ve run across. I have recommended Patrick to several of my friends and (whoever is reading this) I recommend him to you now - - at the very least, give him a call. You’ll be glad you did!

Patrick is great! I have a a graduate degree in Finance and have enjoyed managing my own portfolio of assets for over 20 years. After recently starting a business I no longer had the time but was hesitant to hand the keys over to a financial planner.nnHowever I’m glad I did. Patrick is excellent at what he does and operates with utmost integrity. He is a good listener and advisor and adjusts to your goals and personal situation vs a cookie cutter approach. He is very competent and even as a veteran in personal finance I was able to learn from him and together create a better financial plan.nnIf you are in the Lake Norman area and looking for a financial planner or just want to inquire if a financial planner is right for you, look no further!

Patrick Neilson is among the top professionals I've ever worked with. Very intelligent, knows the market, and knows how to protect your assets. My returns over the last 3 years of working with him, have been dramatically impressive and he continues to find more ways to manage assets for a return. He listens and will give honest feedback and his true thoughts, but in the end you are the boss. He is backed by a great company in Edward Jones with some of the best financial tools you won't get in other firms. I would highly suggest you set down for 1 hour with him and you'll find opportunities to make money and save for your kids college, as well as plan for retirement. I know many of my friends go to Patrick as well as some non profits who he manages money for and they all tell me the same thing. Highly recommended and respected!

I have known Patrick professionally for many years, and when I found out that he became an financial advisor I immediately asked him to help with my planning. Some of my main reasons for selecting him include: his high level of personal integrity; his business acumen; and his relatable personality. I highly recommend speaking with Patrick if you are in need of a financial planner.

Patrick is not only knowledgable about financial planning he also has a gift for anticipating clients needs. I have found him to trustworthy and considerate. I would not hesitate to recommend his services.