Edward Jones
Financial Advising
Why pick this one
They serve clients with $1,000,000 and are led by a CFP® and CFA® certified advisor, Zach Wagner.
Best for
- wealth strategies
- retirement planning
- charitable giving
Look elsewhere if
- clients with less than $1,000,000
- those seeking basic financial advice without in-depth planning
Specialties
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
Certifications
- CFP®
- CFA®
What makes them different
- Client by referral
- Serves clients with $1,000,000
- MBA degree held by advisor Zach Wagner
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 7818 Fairview Rd, Charlotte, NC 28226-4945
- Phone
- +17043641471
- Website
- http://www.edwardjones.com/zach-wagner
- zach.wagner@edwardjones.com
Services
- financial advising