Adair M Salgado
Financial Advising
Why pick this one
Adair M Salgado specializes in wealth strategies and offers personalized financial advising services for clients of all asset levels.
Best for
- individuals planning for retirement
- entrepreneurs needing financial strategies
- clients navigating divorce finances
Look elsewhere if
- seeking purely low-cost investment options
- requiring minimalistic financial advice without personal engagement
Specialties
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Support for Entrepreneurs & Business Owners
Certifications
- Edward Jones
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Web conferencing available for consultations
- Office hours including evenings and weekends by appointment
- Team member support from Branch Office Administrator
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 204 Davis Grove Cir Ste 101, Cary, NC 27519
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- adair.salgado@edwardjones.com
Services
- financial advising
- investment consulting