Daniel Whitener
Financial Advising
Why pick this one
Edward Jones's Daniel Whitener serves clients of all asset levels and focuses on retirement income, inheritance, and estate and legacy strategies.
Best for
- Entrepreneurs and business owners seeking financial advising
- Corporate executives seeking wealth strategies
- Retirement income planning
- Inheritance guidance
- Estate and legacy strategies
Specialties
- Entrepreneurs and business owners
- Estate and legacy strategies
- Inheritance guidance
- Corporate executives
- Retirement income strategies
- Wealth strategies
What makes them different
- Accepting new clients
- Serves clients of all asset levels
- Web conferencing available
- Saturday appointments available
- Focuses on entrepreneurs, business owners, and corporate executives
Distilled from this business's own website.
Contact & Location
- Address
- 201 Conover Sta S E Ste C, Conover, NC 28613
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- daniel.whitener@edwardjones.com
Services
- Financial advising
- Retirement income planning
- Estate and legacy strategies
- Inheritance guidance
- Wealth strategies