Edward Jones - Financial Advisor: Bobby Allen, CRPC®
Financial Service
Why pick this one
They focus on wealth strategies and estate planning, serving clients with $500,000 or more in Raleigh.
Best for
- high-net-worth individuals seeking wealth and estate strategies
- business owners needing financial planning support
Look elsewhere if
- looking for financial services with lower investment thresholds
- seeking basic financial advising without substantial asset management
Specialties
- wealth strategies
- estate and legacy strategies
- charitable giving
- retirement income strategies
- employee stock options
Certifications
- CFP®
- CPWA®
- CEPA®
What makes them different
- serving clients with $500,000 or more
- certified financial planner
- focus on entrepreneurs and business owners
- team includes certified professional support staff
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 203 E Whitaker Mill Rd Ste 107, Raleigh, NC 27608
- Phone
- (919) 833-3390
- Website
- https://www.edwardjones.com/bobby-allen
- bobby.allen@edwardjones.com
Services
- financial advising
- wealth management