Edward Jones - Financial Advisor: Bing Crosby, CFP®|AAMS®
Financial Advising
Why pick this one
Thomas A Perkins Jr offers retirement income, estate and legacy, business retirement plan, wealth strategy, and portfolio review services from a Spruce Pine office.
Best for
- Retirement income strategies
- Estate and legacy strategies
- Business retirement plans
- Portfolio reviews
- New investors seeking an introductory consultation
Specialties
- Retirement income strategies
- Estate and legacy strategies
- Business retirement plans
- Wealth strategies
- Portfolio reviews
- New investor services
What makes them different
- Office located at 13924 S 226 Hwy in Spruce Pine, North Carolina
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Accepts prospective investment amounts ranging from less than $250K to $1MM+
- Open Monday through Thursday from 8:00 AM to 4:30 PM and Friday from 8:00 AM to 1:00 PM
Distilled from this business's own website.
Contact & Location
- Address
- 496B Balsam Ave, Spruce Pine, NC 28777
- Phone
- +18287657179
- Website
- https://www.edwardjones.com/thomas-perkins
- thomas.perkins@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Business retirement planning
- Wealth management
- Portfolio reviews
- Investment account opening