Edward Jones - Financial Advisor: Bart Farrell, CFP®
Why pick this one
Bart Farrell is a CFP® in Morehead City focusing on retirement savings, estate strategies, business retirement plans, and intergenerational planning.
Best for
- retirement savings strategy consultations
- estate and legacy planning
- business retirement plan planning
- intergenerational financial planning
- charitable giving strategies
Specialties
- retirement savings strategies
- estate and legacy strategies
- business retirement plans
- wealth strategies
- intergenerational planning
- charitable giving
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Bart Farrell holds the CFP® certification
- Focus areas include business retirement plans and intergenerational planning
- The office provides introductory consultations and current-strategy reviews
- The office is located at 229 Professional Circle Ste 1 in Morehead City, North Carolina
- Office hours are Monday through Thursday from 8:30 AM to 4:30 PM and Friday from 8:30 AM to 4:00 PM
- Serves
- Morehead City
Distilled from this business's own website.
Contact & Location
- Address
- 229 Professional Cir Ste 1, Morehead City, NC 28557
- Phone
- 2524182496
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- bart.farrell@edwardjones.com
Services
- retirement planning
- estate and legacy planning
- business retirement planning
- wealth planning
- intergenerational planning
- charitable giving strategies