Edward Jones - Financial Advisor: Brian W Spangler, CEPA®|AAMS®
Why pick this one
Brian W Spangler is accepting new clients, serves clients with $1,000,000 plus, and holds CEPA® and AAMS® certifications.
Best for
- Entrepreneurs and business owners seeking financial advising
- Clients planning retirement income strategies
- Clients seeking wealth strategies
- Estate and legacy planning
- Divorce-related financial planning
- Business retirement plans
- Clients with $1,000,000 plus to invest
Look elsewhere if
- Individuals seeking an advisor specifically serving clients below $1,000,000
- Clients needing weekend office hours
Specialties
- entrepreneur and business-owner financial planning
- retirement income strategies
- wealth strategies
- estate and legacy strategies
- divorce finances
- business retirement plans
Certifications
- Certified Exit Planning Advisor® (CEPA®)
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Accepting new clients
- Serves clients with $1,000,000 plus
- Focuses on entrepreneurs and business owners
- Offers web conferencing
- Works with an associate financial advisor and senior branch office administrator
Distilled from this business's own website.
Contact & Location
- Address
- 3061 S Church St, Burlington, NC 27215
- Phone
- 3362225222
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- brian.spangler@edwardjones.com
Services
- financial advising
- retirement planning
- wealth management
- estate and legacy planning
- divorce financial planning
- business retirement planning