Bo Richardson, Financial Advisor
Financial Advising
Why pick this one
Bo Richardson provides specialized financial advising in Kannapolis, NC, including retirement income and estate strategies.
Best for
- individuals seeking retirement planning
- families looking for college savings options
- clients interested in estate and legacy strategies
Look elsewhere if
- budget-focused financial planning
- clients preferring online-only advisory services
Specialties
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
- Portfolio Reviews
Certifications
- MBA
- CFP®
- AAMS®
What makes them different
- Located in Kannapolis, NC
- Offers introductory consultations
- Provides wealth strategies tailored to individual needs
- Serves
- Kannapolis
Distilled from this business's own website.
Contact & Location
- Address
- 6001 Gateway Center Dr, Kannapolis, NC 28081-7739
- Phone
- +17047849498
- Website
- https://www.edwardjones.com/bo-richardson
- bo.richardson@edwardjones.com
Services
- financial advising