Edward Jones - Financial Advisor: Aaron L Misenheimer, CFP®|ChFC®
Why pick this one
Edward Jones advisor Aaron L Misenheimer holds CFP® and ChFC® certifications and focuses on retirement, portfolio, estate, and college savings strategies.
Best for
- retirement income planning
- retirement savings planning
- portfolio reviews
- wealth strategies
- estate and legacy strategies
- college savings planning
Specialties
- retirement income strategies
- retirement savings strategies
- portfolio reviews
- wealth strategies
- estate and legacy strategies
- college savings
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
What makes them different
- Aaron L Misenheimer holds CFP® and ChFC® certifications
- Accepting new clients
- Offers introductory consultations and current-strategy reviews
- Provides investment planning options from less than $250K through $1MM+
- Saturday appointments are available
Distilled from this business's own website.
Contact & Location
- Address
- 1530 NC Hwy 67, Suite A, Jonesville, NC 28642
- Phone
- 3364854947
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- aaron.misenheimer@edwardjones.com
Services
- financial advising
- retirement planning
- portfolio reviews
- wealth planning
- estate and legacy planning
- college savings planning