Edward Jones - Financial Advisor: Aaron Siegel, CIMA®
Why pick this one
They offer a range of financial strategies, including retirement and estate planning, and are certified as both CFP® and CIMA®.
Best for
- individuals seeking retirement planning
- clients looking for comprehensive wealth strategies
Look elsewhere if
- clients needing ultra-niche financial products
- those seeking low-cost investment options
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
Certifications
- CFP®
- CIMA®
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Offers a complimentary consultation for potential clients
- Serves
- Knightdale
Distilled from this business's own website.
Contact & Location
- Address
- 6807 B Knightdale Blvd, Knightdale, NC 27545
- Phone
- 9843684334
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- aaron.siegel@edwardjones.com
Services
- Financial Advisory Services