Edward Jones - Financial Advisor: Brett Liverman
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Brett Liverman provides retirement, estate, wealth, portfolio, and business retirement planning from a Sparta office.
Best for
- Retirement savings strategy planning
- Estate and legacy strategy planning
- Wealth strategy planning
- Portfolio reviews
- Business retirement plans
- People seeking help with a major financial event
Look elsewhere if
- People requiring Saturday or Sunday office appointments
- People seeking a service area beyond the listed Sparta office
Specialties
- Retirement savings strategies
- Estate and legacy strategies
- Wealth strategies
- Portfolio reviews
- Business retirement plans
Certifications
- FPQP® held by Rebecca Howell, Sr. Branch Office Administrator
What makes them different
- Sparta office at 40 S Grayson St, Suite 2
- Weekday office hours from 9:00 AM to 4:00 PM
- Consultation options include introductory consultations, current-strategy reviews, account openings, and major financial event support
- Investment planning intake accommodates less than $250K through $1MM+
- Branch team includes Rebecca Howell, an FPQP® Sr. Branch Office Administrator
Distilled from this business's own website.
Contact & Location
- Address
- 629 Irwin Valley Rd, Sparta, NC 28675-8460
- Phone
- +13363721775
- Website
- https://www.edwardjones.com/brett-liverman
- brett.liverman@edwardjones.com
Services
- Retirement planning
- Estate and legacy planning
- Wealth planning
- Portfolio review
- Business retirement planning
- Investment account opening
- Major financial event support
- Introductory consultations