Doug Rostick
Financial Advising
Why pick this one
Doug Rostick holds CFP®, ChFC®, and AAMS® certifications and focuses on retirement income, estate and legacy, and sustainable investing strategies.
Best for
- Retirement income strategy planning
- Estate and legacy strategy planning
- Entrepreneurs and business owners
- Sustainable investing
- Wealth strategy planning
Specialties
- Wealth strategies
- Retirement income strategies
- Estate and legacy strategies
- Financial planning for entrepreneurs and business owners
- Sustainable investing
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Accredited Asset Management Specialist™ (AAMS®)
- Financial Paraplanner Qualified Professional® (FPQP®)
What makes them different
- Doug Rostick holds CFP®, ChFC®, and AAMS® certifications
- The office lists retirement income, estate and legacy, entrepreneurs and business owners, and sustainable investing as focus areas
- The team includes two branch office administrators holding FPQP® credentials
- Saturday appointments are available by appointment
Distilled from this business's own website.
Contact & Location
- Address
- 5046 Boylston Hwy Suite 5, Mills River, NC 28759
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- doug.rostick@edwardjones.com
Services
- Financial advising
- Wealth strategy planning
- Retirement income planning
- Estate and legacy planning
- Business owner financial planning
- Sustainable investing guidance