Edward Jones - Financial Advisor: Ashley F Lindsay
Financial Service
Why pick this one
Ashley F Lindsay focuses on business retirement plans, estate and legacy strategies, retirement income strategies, and healthcare professionals.
Best for
- Business owners seeking retirement plan strategies
- Clients planning retirement income
- Clients reviewing an existing portfolio
- Clients developing estate and legacy strategies
- Healthcare professionals seeking financial guidance
Specialties
- Wealth strategies
- Business retirement plans
- Estate and legacy strategies
- Retirement income strategies
- Portfolio reviews
- Financial guidance for healthcare professionals
What makes them different
- Lists healthcare professionals as a focus area
- Offers business retirement plan strategies
- Offers estate and legacy strategies
- Provides portfolio reviews
- Has a branch office administrator, Nichole Aguon
Distilled from this business's own website.
Contact & Location
- Address
- 2501 Wayne Memorial Dr Ste B, Goldsboro, NC 27534
- Phone
- (919) 751-3474
- Website
- https://www.edwardjones.com/ashley-lindsay
- ashley.lindsay@edwardjones.com
Services
- Wealth strategy planning
- Business retirement plan services
- Estate and legacy planning
- Retirement income planning
- Portfolio reviews
- Financial advisory consultations
- Account opening assistance