Edward Jones
Financial Advising
Why pick this one
They specialize in wealth strategies and retirement savings and are led by a CFP® certified advisor in Cary, NC.
Best for
- individuals seeking college savings plans
- clients navigating divorce finances
- healthcare and IT professionals needing tailored wealth strategies
Look elsewhere if
- looking for advisors with a focus outside of college savings and divorce finances
- seeking services unrelated to wealth management
Specialties
- college savings
- divorce finances
- wealth strategies
- retirement savings strategies
Certifications
- CFP®
- CEPA®
What makes them different
- accepting new clients
- focus on information technology and healthcare professionals
- extensive focus areas including college savings and divorce finances
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 140 Preston Executive Dr, Cary, NC 27513-8488
- Phone
- +19844644786
- Website
- https://www.edwardjones.com/darrin-guay
- darrin.guay@edwardjones.com
Services
- financial advising