Alexis S Reeves

Financial Advising

Why pick this one

Alexis S Reeves serves clients of all asset levels and focuses on retirement savings, college savings, business retirement plans, and estate strategies.

Best for

  • Retirement savings planning
  • College savings planning
  • Business retirement plans
  • Entrepreneurs and business owners seeking financial advice
  • Estate and legacy strategies
  • Clients seeking a financial advisor accepting new clients

Look elsewhere if

  • Clients seeking walk-in appointments, since office hours are by appointment only

Specialties

  • Retirement savings strategies
  • Wealth strategies
  • College savings
  • Business retirement plans
  • Estate and legacy strategies
  • Financial planning for entrepreneurs and business owners

Certifications

  • Edward Jones
  • FPQP® team member certification held by Susan Crissman

What makes them different

  • Accepting new clients
  • Serves clients of all asset levels
  • Focuses on retirement savings, wealth, college savings, business retirement, and estate strategies
  • Offers financial planning for entrepreneurs and business owners
  • Office appointments are available Monday through Friday at 3288 Robinhood Rd Suite 104 in Winston-Salem

Distilled from this business's own website.

Contact & Location

Address
3288 Robinhood Rd Suite 104, Winston Salem, NC 27106
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
alexis.reeves@edwardjones.com

Services

  • Retirement planning
  • Wealth planning
  • College savings planning
  • Business retirement planning
  • Estate and legacy planning
  • Financial advising for entrepreneurs and business owners

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