Edward Jones - Financial Advisor: Bryan N Dixon, CFP®|AAMS®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Bryan N Dixon, CFP®|AAMS® specializes in wealth, estate, retirement, and intergenerational strategies.
Best for
- Individuals seeking wealth strategies
- Estate and legacy planning
- Business owners planning retirement
- Entrepreneurs needing financial planning
- Families addressing intergenerational planning
- Clients seeking an introductory consultation or current-strategy review
Look elsewhere if
- People needing Saturday or Sunday office appointments
Specialties
- Wealth strategies
- Estate and legacy strategies
- Business retirement plans
- Intergenerational planning
- Entrepreneur and business owner planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
- Registered Life Planner®
What makes them different
- Bryan N Dixon holds CFP®, AAMS®, and RLP® designations
- Focus areas include business retirement plans and entrepreneurs and business owners
- Offers estate and legacy strategies and intergenerational planning
- Provides introductory consultations, current-strategy reviews, account opening, and major-financial-event support
- Offers weekday office hours from 8:00 AM to 4:00 PM and web conferencing
Distilled from this business's own website.
Contact & Location
- Address
- 526 S Stratford Rd Ste A, Winston Salem, NC 27103
- Phone
- (336) 748-1271
- Website
- https://www.edwardjones.com/bryan-dixon
- bryan.dixon@edwardjones.com
Services
- Wealth management
- Estate planning
- Retirement planning
- Intergenerational financial planning
- Financial planning for entrepreneurs and business owners