Edward Jones
Financial Advising
Why pick this one
They provide specialized financial advising services in estate planning and retirement strategies and are located in Apex, NC.
Best for
- individuals seeking retirement and estate planning advice
- entrepreneurs needing financial guidance
Look elsewhere if
- minimum investment under $50,000
- general financial advice without specific strategies
Specialties
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
Certifications
- AAMS®
What makes them different
- Accepting new clients with a minimum investment of $50,000
- Focus on divorce finances and entrepreneurs
- Located in Apex, NC
- Serves
- Apex
Distilled from this business's own website.
Contact & Location
- Address
- 800 W Williams St, Apex, NC 27502-5200
- Phone
- +19193877313
- Website
- https://www.edwardjones.com/jennifer-m-lewis
- jennifer.m.lewis@edwardjones.com
Services
- financial advising