Edward Jones - Financial Advisor: Caroline M Gooding, CFP®
Why pick this one
They specialize in retirement savings strategies and are accepting new clients with investments starting at $500,000.
Best for
- clients with over $500,000 to invest
- entrepreneurs and business owners seeking retirement plans
Look elsewhere if
- clients looking for low investment amounts under $500,000
Specialties
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Intergenerational Planning
Certifications
- CFP®
What makes them different
- Accepting new clients who have at least $500,000 to invest
- Located in Raleigh, NC
- Offers a complimentary consultation
- Team includes a Sr. Branch Office Administrator
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 2941 Wakefield Pines Dr, Suite 102, Raleigh, NC 27614
- Phone
- 9843062962
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- caroline.gooding@edwardjones.com
Services
- Financial Advisory