Edward Jones - Financial Advisor: Ashley Woolard
Why pick this one
Edward Jones - Financial Advisor: Ashley Woolard offers retirement, estate, wealth, portfolio review, and college savings strategies in Williamston.
Best for
- retirement savings and income planning
- estate and legacy strategies
- wealth strategy development
- portfolio reviews
- college savings planning
- new clients seeking an introductory consultation
Look elsewhere if
- clients requiring Saturday or Sunday office hours
Specialties
- retirement savings strategies
- estate and legacy strategies
- retirement income strategies
- wealth strategies
- portfolio reviews
- college savings
What makes them different
- Accepting new clients
- Offers introductory consultations and current-strategy reviews
- Supports investment amounts from less than $250K through $1MM+
- Weekday office hours are 8:00 AM–4:30 PM
- Sr. Branch Office Administrator Kathy Coltrain is listed on the team
Distilled from this business's own website.
Contact & Location
- Address
- 127 West Main Street, Williamston, NC 27892
- Phone
- 2525525393
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- ashley.woolard@edwardjones.com
Services
- financial advising
- retirement planning
- estate and legacy planning
- wealth planning
- portfolio reviews
- college savings planning
- investment account opening