Edward Jones
Financial Service
Why pick this one
Edward Jones serves clients with $250,000 plus and focuses on estate, retirement income, wealth, veteran, business-owner, and values-based strategies.
Best for
- Clients with $250,000 or more to invest
- Estate and legacy planning
- Retirement income planning
- Military professionals and veterans
- Entrepreneurs and business owners
- Values and faith-based investing
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- Estate and legacy strategies
- Retirement income strategies
- Wealth strategies
- Military professionals and veterans
- Entrepreneurs and business owners
- Values and faith-based investing
What makes them different
- Accepting new clients
- Serves clients with $250,000 plus
- Focuses on military professionals and veterans
- Focuses on entrepreneurs and business owners
- Offers values and faith-based investing focus
Distilled from this business's own website.
Contact & Location
- Address
- 147 Meadowview Dr, Boone, NC 28607-5213
- Phone
- +18282640642
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jason.sirmon@edwardjones.com
Services
- Financial advising
- Retirement planning
- Wealth management
- Estate and legacy planning
- Investment account services