Edward Jones - Financial Advisor: Andy Elliott
Why pick this one
Edward Jones - Financial Advisor: Andy Elliott serves clients with $1,000,000 plus and focuses on retirement, wealth, estate, and college strategies.
Best for
- Clients planning to invest $1,000,000 or more
- Retirement savings strategy consultations
- Wealth strategy planning
- Estate and legacy strategy planning
- College savings planning
- Portfolio reviews
Look elsewhere if
- Investors planning to invest less than $1,000,000
Specialties
- retirement savings strategies
- wealth strategies
- estate and legacy strategies
- college savings
- portfolio reviews
What makes them different
- Accepting new clients
- Serving clients with $1,000,000 plus
- Offers introductory consultations and current-strategy reviews
- Web conferencing available
- Weekday office hours from 8:30 AM
Distilled from this business's own website.
Contact & Location
- Address
- 1755 City Center Boulevard, Suite A, Elizabeth City, NC 27909
- Phone
- 2524103086
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- andy.elliott@edwardjones.com
Services
- retirement planning
- wealth planning
- estate and legacy planning
- college savings planning
- portfolio reviews