Edward Jones - Financial Advisor: Andy Esser, CFP®|ChFC®|CLU®|AAMS®
Why pick this one
Andy Esser holds CFP®, ChFC®, CEPA®, CLU®, and AAMS® credentials and focuses on entrepreneurs, estate strategies, and inheritance guidance.
Best for
- Entrepreneurs and business owners seeking financial guidance
- Estate and legacy planning
- Intergenerational planning
- Inheritance guidance
- Special needs financial considerations
- Not-for-profit organization financial guidance
Specialties
- Entrepreneurs and business owners
- Not-for-profit organizations
- Estate and legacy strategies
- Special needs financial considerations
- Intergenerational planning
- Inheritance guidance
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Certified Exit Planning Advisor®
- Chartered Life Underwriter®
- Accredited Asset Management Specialist™
What makes them different
- Andy Esser holds CFP®, ChFC®, CEPA®, CLU®, and AAMS® credentials
- Focuses on entrepreneurs and business owners
- Offers estate and legacy strategies
- Offers special needs financial considerations
- Has two Sr. Branch Office Administrators listed on the team
Distilled from this business's own website.
Contact & Location
- Address
- 5611 N C Highway 55, Suite 104, Durham, NC 27713
- Phone
- 9193610360
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- andy.esser@edwardjones.com
Services
- Financial advising
- Financial strategy reviews
- Investment account opening
- Major financial event guidance
- Asset management