Edward Jones
Financial Advising
Why pick this one
Edward Jones provides retirement and wealth strategies through Dani Osborne, who holds CFP®, ChFC®, and CEPA® designations.
Best for
- retirement income planning
- retirement savings planning
- portfolio reviews
- military professionals and veterans seeking financial advising
- entrepreneurs and business owners seeking wealth strategies
- clients preferring web conferencing
Specialties
- retirement income strategies
- retirement savings strategies
- portfolio reviews
- wealth strategies
- financial planning for military professionals and veterans
- financial planning for entrepreneurs and business owners
Certifications
- CFP®
- ChFC®
- CEPA®
- FPQP®
What makes them different
- Dani Osborne holds CFP®, ChFC®, and CEPA® designations
- The office specifically lists military professionals and veterans as a focus area
- The office specifically lists entrepreneurs and business owners as a focus area
- The office offers web conferencing
- The office is accepting new clients
Distilled from this business's own website.
Contact & Location
- Address
- 4064 Dunn Rd Suite 1, Eastover, NC 28312
- Phone
- +19106019374
- Website
- http://www.edwardjones.com/dani-osborne
- dani.osborne@edwardjones.com
Services
- financial advising
- retirement planning
- portfolio reviews
- wealth planning
- investment account opening
- financial event planning