Edward Jones - Financial Advisor: Ben Bellury, CEPA®|AAMS®
Why pick this one
They specialize in business retirement plans and intergenerational planning, catering to clients with at least $250,000 in investments.
Best for
- entrepreneurs needing retirement planning
- women investors seeking tailored financial strategies
Look elsewhere if
- clients with less than $250,000 to invest
- individuals seeking basic financial advice without specific business context
Specialties
- business retirement plans
- intergenerational planning
- services for women investors
Certifications
- CEPA®
- AAMS®
What makes them different
- accepting new clients
- serves clients with at least $250,000
- focus on entrepreneurs and business owners
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 11020 David Taylor Dr Ste 116, Charlotte, NC 28262
- Phone
- 7043892207
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- ben.bellury@edwardjones.com
Services
- financial advising