Edward Jones
Financial Service
Why pick this one
They provide specialized financial advisory services for entrepreneurs and business owners and are accepting new clients.
Best for
- financial planning for entrepreneurs
- wealth strategy development
- retirement savings strategies
Look elsewhere if
- budget-sensitive financial advice
- those seeking quick, one-time financial solutions
Specialties
- Entrepreneurs & Business Owners
- Inheritance Guidance
- Wealth Strategies
- Retirement Savings Strategies
- College Savings
- Charitable Giving
Certifications
- CEPA®
- AAMS®
What makes them different
- Offers specialized guidance for entrepreneurs and business owners
- Provides inheritance and wealth strategy planning
- Accepts new clients for financial advisory services
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 10715 Sikes Pl, Charlotte, NC 28277-8173
- Phone
- +17045445055
- Website
- https://www.edwardjones.com/Katie-tan
- katie.lazo@edwardjones.com
Services
- financial advisory services