Edward Jones - Financial Advisor: Angie Diehl, AAMS®|ADPA®
Why pick this one
Edward Jones - Financial Advisor: Angie Diehl holds AAMS® and ADPA® certifications and focuses on divorce finances, estate strategies, and retirement income.
Best for
- Clients navigating the loss of a spouse
- Divorce financial planning
- Domestic partner financial planning
- Estate and legacy strategies
- Retirement income strategies
- Clients with $250,000 or more to invest
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- Navigating loss of spouse
- Divorce finances
- Domestic partner finances
- Estate and legacy strategies
- Retirement income strategies
- Real estate and construction
Certifications
- AAMS® — Accredited Asset Management Specialist™
- ADPA® — Accredited Domestic Partnership Advisor™
What makes them different
- Accepting new clients
- Serves clients with $250,000 or more
- ADPA® certification focused on domestic partnership financial planning
- Focus areas include loss of spouse, divorce finances, estate strategies, and retirement income
- Web conferencing is available
Distilled from this business's own website.
Contact & Location
- Address
- 10164 Beach Dr SW, Suite 6, Calabash, NC 28467
- Phone
- 9105757970
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- Angie.Diehl@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Financial strategy reviews
- Investment account opening