Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS®
Why pick this one
Edward Jones specializes in retirement income strategies and is located in Kannapolis, NC.
Best for
- individuals planning for retirement
- families looking to save for college
- clients needing estate and legacy strategies
Look elsewhere if
- those seeking purely tax preparation services
- investors with very small portfolios
Specialties
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
- Portfolio Reviews
Certifications
- CFP®
- AAMS®
What makes them different
- Specializes in retirement, college saving, and estate strategies
- Located in Kannapolis, NC
- Offers portfolio reviews
- Serves
- Kannapolis
Distilled from this business's own website.
Contact & Location
- Address
- 6001 Gateway Center Drive, Suite 107, Kannapolis, NC 28081
- Phone
- 7047849498
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- bo.richardson@edwardjones.com
Services
- financial advising
- investment management