Edward Jones - Financial Advisor: Beth Whicker
Why pick this one
Beth Whicker serves clients with $500,000 plus and focuses on estate, retirement income, and wealth strategies.
Best for
- Clients planning to invest $500,000 or more
- Retirement income strategy planning
- Estate and legacy strategy planning
- Broad wealth strategy planning
- Reviewing an existing financial strategy
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- Estate and legacy strategies
- Retirement income strategies
- Wealth strategies
Certifications
- FPQP®
What makes them different
- Serving clients with $500,000 plus
- Focuses on estate and legacy strategies
- Focuses on retirement income strategies
- Focuses on wealth strategies
- Team includes Sr. Branch Office Administrator Julie Price, FPQP®
Distilled from this business's own website.
Contact & Location
- Address
- 1393 Carrollton Crossing Dr, Suite 102, Kernersville, NC 27284
- Phone
- 3365308411
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- beth.whicker@edwardjones.com
Services
- Financial advising
- Investment account services
- Financial strategy reviews
- Retirement planning
- Estate and legacy planning