Edward Jones - Financial Advisor: Aaron M Kauffman
Why pick this one
Edward Jones - Financial Advisor Aaron M Kauffman focuses on wealth strategies and is accepting new clients in Indian Land, SC.
Best for
- retirement income strategies
- business retirement plans
- portfolio reviews for long-term investors
Look elsewhere if
- short-term investment advice
- high-frequency trading assistance
Specialties
- Wealth Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Business Retirement Plans
Certifications
- CEPA®
- Certified Exit Planning Advisor®
What makes them different
- Accepting new clients
- Focus on Entrepreneurs & Business Owners
- Offers tools for assessing financial priorities
- Serves
- Indian Land
Distilled from this business's own website.
Contact & Location
- Address
- 1245 Rosemont Drive 118, Indian Land, SC 29707
- Phone
- 8038356812
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- aaron.kauffman@edwardjones.com
Services
- Financial Advising