Edward Jones
Financial Advising
Why pick this one
Edward Jones’s Doug Bates focuses on portfolio reviews, military professionals and veterans, retirement savings strategies, and wealth strategies in Elizabeth City.
Best for
- military professionals and veterans seeking financial advising
- portfolio reviews
- retirement savings strategies
- wealth strategies
- opening an investment account
- reviewing an existing financial strategy
- planning for a major financial event
Specialties
- portfolio reviews
- financial strategies for military professionals and veterans
- retirement savings strategies
- wealth strategies
What makes them different
- Doug Bates lists military professionals and veterans as a focus area
- The office offers Saturday appointments by appointment only
- The team includes Sr. Branch Office Administrator Jennifer Harrell
- The contact form supports introductory consultations, strategy reviews, account openings, and major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 425-A McArthur Dr, Elizabeth City, NC 27909
- Phone
- +12523350371
- Website
- http://www.edwardjones.com/doug-bates
- doug.bates@edwardjones.com
Services
- financial advising
- portfolio reviews
- retirement savings planning
- wealth strategy planning
- introductory consultations
- investment account opening
- financial strategy reviews
- guidance for major financial events