Davis Wealth Management Team
Why pick this one
Davis Wealth Management Team provides personal investing strategy guidance, current strategy reviews, account opening, and support for major financial events.
Best for
- People seeking an introductory financial advisor consultation
- Investors wanting a review of their current strategy
- People opening an investment account
- People navigating a major financial event
Specialties
- personal investing strategy
- current strategy reviews
- account opening
- financial guidance for major financial events
What makes them different
- Affiliated with Edward Jones
- Offers introductory consultations
- Reviews existing investment strategies
- Helps with major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 2602 W Vernon Ave Ste B, Kinston, NC 28504
- Phone
- 2525224537
- Website
- https://www.edwardjones.com/davis-wealth-manage...
- jeffrey.davis@edwardjones.com
Services
- financial advising
- investment strategy consultations
- investment account opening