Edward Jones
Financial Service
Why pick this one
Edward Jones connects Burnsville clients with Jim Gentry Jr, a CFP®, ChFC®, and AAMS® advisor focused on retirement and estate strategies.
Best for
- Retirement income planning
- Retirement savings strategies
- Estate and legacy strategies
- Wealth strategies
- College savings planning
Specialties
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- College Savings
Certifications
- CFP®
- ChFC®
- AAMS®
What makes them different
- Jim Gentry Jr holds CFP®, ChFC®, and AAMS® designations
- Burnsville office at 117 West Main Street
- Contact options include an introductory consultation, current strategy review, account opening, and help with a major financial event
- Office hours extend until 5:00 PM Monday through Thursday and until 4:00 PM Friday
- Branch team includes Sr. Branch Office Administrator Sonya Thomas
Distilled from this business's own website.
Contact & Location
- Address
- 117 W Main St, Burnsville, NC 28714
- Phone
- +18286825204
- Website
- https://www.edwardjones.com/jim-gentry/
- jim.gentry@edwardjones.com
Services
- Financial advisory
- Retirement planning
- Estate and legacy planning
- Wealth strategies
- College savings planning