Edward Jones - Financial Advisor: Adam Bunn, AAMS®
Why pick this one
Adam Bunn provides retirement income and business retirement planning with AAMS®, CRPC™, and CRPS™ certifications in Rocky Mount.
Best for
- Retirement income strategy planning
- Retirement savings planning
- Wealth strategy planning
- Values and faith based investing
- Entrepreneurs and business owners needing business retirement plans
Look elsewhere if
- Clients seeking an advisor serving investments below $100,000
Specialties
- retirement income strategies
- wealth strategies
- values and faith based investing
- retirement savings strategies
- entrepreneur and business owner planning
- business retirement plans
Certifications
- AAMS®
- CRPC™
- CRPS™
What makes them different
- Accepting new clients
- Serves clients with $100,000 plus
- Holds AAMS®, CRPC™, and CRPS™ certifications
- Offers values and faith based investing
- Provides web conferencing
Distilled from this business's own website.
Contact & Location
- Address
- 212 N Winstead Ave, Rocky Mount, NC 27804
- Phone
- 2524603866
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- adam.bunn@edwardjones.com
Services
- financial advising
- retirement planning
- wealth planning
- investment planning
- business retirement planning