Edward Jones - Financial Advisor: Carrie B Underwood
Why pick this one
Carrie B Underwood provides retirement income, estate and legacy, business retirement, and wealth strategy consultations in Fayetteville.
Best for
- Business retirement plan development
- Retirement income strategy planning
- Estate and legacy strategy discussions
- Entrepreneurs and business owners seeking financial guidance
- Clients seeking wealth strategy reviews
Look elsewhere if
- Clients requiring Saturday or Sunday office hours
Specialties
- Business retirement plans
- Retirement income strategies
- Estate and legacy strategies
- Entrepreneur and business owner planning
- Wealth strategies
What makes them different
- Offers web conferencing
- Provides introductory consultations and current-strategy reviews
- Supports clients planning investments from less than $250K to $1MM+
- Branch office includes Sr. Branch Office Administrator Courtney Fletcher
- Fayetteville office is open weekdays from 8:30 AM, with Friday hours until 4:00 PM
Distilled from this business's own website.
Contact & Location
- Address
- 2139 Valleygate Dr, Suite 202, Fayetteville, NC 28304
- Phone
- 9109012542
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- carrie.underwood@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Wealth planning
- Investment account services
- Financial strategy reviews