Edward Jones - Financial Advisor: Bud Leonard, CFP®|AAMS®|CRPC™
Why pick this one
Bud Leonard is a CFP®, AAMS®, and CRPC™ financial advisor offering retirement, estate, and portfolio review services in Flat Rock.
Best for
- retirement savings planning
- retirement income planning
- estate and legacy strategies
- portfolio reviews
- wealth strategies
Specialties
- wealth strategies
- retirement savings strategies
- retirement income strategies
- estate and legacy strategies
- portfolio reviews
Certifications
- CFP®
- AAMS®
- CRPC™
What makes them different
- Bud Leonard holds CFP®, AAMS®, and CRPC™ certifications
- The office offers retirement savings and retirement income strategies
- The office provides estate and legacy strategies
- The office conducts portfolio reviews
- The office has Sr. Branch Office Administrator Kati Thompson
Distilled from this business's own website.
Contact & Location
- Address
- 2689 Greenville Hwy, Suite E, Flat Rock, NC 28731
- Phone
- 8286922712
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- bud.leonard@edwardjones.com
Services
- wealth management
- retirement planning
- estate and legacy planning
- portfolio reviews
- financial advising