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...
- 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