Brett Liverman
Financial Advising
Why pick this one
Brett Liverman offers retirement, estate, wealth, portfolio review, and business retirement planning from a Sparta, North Carolina office.
Best for
- retirement savings strategy planning
- estate and legacy strategy planning
- wealth strategy discussions
- portfolio reviews
- business retirement plans
- reviewing an existing financial strategy
- opening an investment account
- planning for a major financial event
Specialties
- retirement savings strategies
- estate and legacy strategies
- wealth strategies
- portfolio reviews
- business retirement plans
Certifications
- FPQP®
What makes them different
- Offers retirement savings strategies, estate and legacy strategies, wealth strategies, portfolio reviews, and business retirement plans
- Provides introductory consultations and reviews of current financial strategies
- Has Sr. Branch Office Administrator Rebecca Howell, FPQP®, on the team
- Maintains a Sparta office at 40 S Grayson St Suite 2
- Offers weekday office hours from 9:00 AM to 4:00 PM
- Serves
- Sparta
Distilled from this business's own website.
Contact & Location
- Address
- 40 S Grayson St Suite 2, Sparta, NC 28675
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- brett.liverman@edwardjones.com
Services
- financial advising
- retirement planning
- estate and legacy planning
- wealth planning
- portfolio review
- business retirement planning
- investment account opening
- financial strategy consultations