Edward Jones - Financial Advisor: Alex Price, CFP®|AAMS®

Why pick this one

They specialize in retirement income strategies and are located in Belmont, NC.

Best for

  • individuals preparing for retirement
  • entrepreneurs seeking business retirement plans

Look elsewhere if

  • seeking purely investment management without advisory services
  • needing immediate financial resolution or urgent cases

Specialties

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Certifications

  • CFP®
  • AAMS®

What makes them different

  • Located in Belmont, NC
  • Offers a complimentary introductory consultation
  • Specializes in estate and legacy strategies
  • Focuses on entrepreneurs and business owners
Serves
Belmont

Distilled from this business's own website.

Contact & Location

Address
106 Kenwood St, Belmont, NC 28012
Phone
7049086362
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
alex.price@edwardjones.com

Services

  • financial advisory services

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