Edward Jones- Financial Advisor: Cameron Boles
Financial Service
Why pick this one
Cameron Boles provides retirement, estate, business retirement, and college savings planning in Marion and holds CFP®, CEPA®, AAMS®, and CKA® certifications.
Best for
- Retirement savings planning
- Wealth strategy development
- Estate and legacy planning
- Business retirement plans
- College savings planning
- Clients seeking a CFP®-certified financial advisor
Specialties
- Retirement savings strategies
- Wealth strategies
- Estate and legacy strategies
- Business retirement plans
- College savings
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Exit Planning Advisor® (CEPA®)
- Accredited Asset Management Specialist™ (AAMS®)
- Certified Kingdom Advisor® (CKA®)
- Financial Paraplanner Qualified Professional® (FPQP®)
What makes them different
- Cameron Boles holds CFP®, CEPA®, AAMS®, and CKA® certifications
- The office lists retirement savings, wealth, estate and legacy, business retirement, and college savings as focus areas
- The office includes Sr. Branch Office Administrator Melissa Hughes, who holds FPQP® certification
- The Marion office accepts introductory consultations, current-strategy reviews, account-opening requests, and major financial event inquiries
- The office offers weekday hours from 8:00 AM to 4:00 PM and Saturday appointments
Distilled from this business's own website.
Contact & Location
- Address
- 46 New St, Marion, NC 28752-3732
- Phone
- +18286524241
- Website
- https://www.edwardjones.com/cameron-boles
- cameron.boles@edwardjones.com
Services
- Financial planning
- Retirement planning
- Wealth management
- Estate and legacy planning
- Business retirement planning
- College savings planning
- Investment account opening
- Financial strategy reviews