Edward Jones - Financial Advisor: Brooke Smith
Why pick this one
Edward Jones - Financial Advisor: Brooke Smith focuses on retirement savings, estate and legacy strategies, wealth strategies, and portfolio reviews in Morganton.
Best for
- retirement savings strategy
- estate and legacy strategy
- wealth strategy
- portfolio reviews
- entrepreneurs and business owners seeking financial guidance
- clients seeking an introductory consultation
- clients wanting to review a current financial strategy
Specialties
- retirement savings strategies
- estate and legacy strategies
- wealth strategies
- portfolio reviews
- entrepreneurs and business owners
What makes them different
- Accepting new clients
- Offers web conferencing
- Supports entrepreneurs and business owners
- Branch office includes Gina Setterlind and Kelly Story as branch office administrators
- Offers introductory consultations and reviews of current financial strategies
Distilled from this business's own website.
Contact & Location
- Address
- 353 Sanford Dr, Morganton, NC 28655
- Phone
- 8284335377
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- brooke.smith@edwardjones.com
Services
- financial advising
- retirement planning
- estate and legacy strategy
- wealth strategy
- portfolio reviews
- account opening
- financial event support