Edward Jones - Financial Advisor: Bart Carmichael, AAMS®
Financial Service
Why pick this one
They provide specialized financial advisory services and hold certifications like CFP® and AAMS® in Charlotte, NC.
Best for
- individuals seeking personalized retirement strategies
- entrepreneurs needing financial advice
Look elsewhere if
- looking for budget financial services
- seeking purely transactional financial services without advisory
Specialties
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Services for Entrepreneurs & Business Owners
Certifications
- CFP®
- ChFC®
- AAMS®
What makes them different
- Bart Carmichael holds multiple financial certifications including MBA, CFP®, ChFC®, and AAMS®.
- Located at Village At Robinson Farm in Charlotte, NC.
- Offers tailored strategies for entrepreneurs and business owners.
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 8430 Rea Rd Ste 130, Charlotte, NC 28277
- Phone
- (704) 541-4154
- Website
- https://www.edwardjones.com/bart-carmichael
- Bart.Carmichael@EdwardJones.com
Services
- financial advising
- investment management
- retirement planning