Edward Jones
Financial Service
Why pick this one
They offer specialized financial advisory services including Estate & Legacy Strategies and are certified as a CFP® and ChFC®.
Best for
- Individuals seeking retirement planning
- Business owners needing tailored financial strategies
Look elsewhere if
- Clients looking for low-cost investment options
- Those needing immediate, high-frequency trading services
Specialties
- Charitable Giving
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
Certifications
- CFP®
- ChFC®
What makes them different
- Financial Advisor Andy Belk holds the CFP® and ChFC® certifications
- Focus on strategies for Entrepreneurs & Business Owners
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 7510 Pineville Matthews Rd, Charlotte, NC 28226-4072
- Phone
- +17043021741
- Website
- https://www.edwardjones.com/andy-belk
- andy.belk@edwardjones.com
Services
- Financial Advisory Services