Amanda Klier
Financial Advising
Why pick this one
Amanda Klier serves clients of all asset levels and focuses on retirement savings, college savings, estate and legacy strategies, and special-needs considerations.
Best for
- Retirement savings strategies
- College savings planning
- Estate and legacy strategies
- Entrepreneurs and business owners
- Special-needs financial considerations
- Information technology professionals
Look elsewhere if
- Clients needing Saturday or Sunday office hours
Specialties
- College savings
- Estate and legacy strategies
- Financial strategies for entrepreneurs and business owners
- Retirement savings strategies
- Special-needs financial considerations
- Financial strategies for information technology professionals
What makes them different
- Accepting new clients
- Serves clients of all asset levels
- Focuses on six stated planning areas, including retirement savings and college savings
- Weekday office hours are 8:00 AM to 5:00 PM
- Located at 120 Lowes Drive, Suite 107, Pittsboro, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 120 Lowes Drive Suite 107, Pittsboro, NC 27312
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- amanda.klier@edwardjones.com
Services
- Financial advising
- Financial strategy reviews
- Introductory consultations
- Account opening assistance
- Major financial event planning