Edward Jones - Financial Advisor: Brooke D Duncan
Why pick this one
Brooke D Duncan focuses on retirement savings, college savings, entrepreneurs, veterans, and new investors from a Shelby, North Carolina office.
Best for
- retirement savings strategies
- college savings planning
- entrepreneurs and business owners seeking financial guidance
- military professionals and veterans seeking financial guidance
- new investors seeking an introductory consultation
Specialties
- retirement savings strategies
- college savings
- financial guidance for entrepreneurs and business owners
- financial guidance for military professionals and veterans
- new investor guidance
What makes them different
- Focus areas include entrepreneurs and business owners, retirement savings strategies, college savings, military professionals and veterans, and new investors
- Web conferencing is listed as an office option
- Saturday appointments are available
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 307 B East King St, Kings Mountain, NC 28086
- Phone
- 7043965070
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- brooke.duncan@edwardjones.com
Services
- financial advising
- introductory consultations
- strategy reviews
- account opening assistance
- guidance for major financial events