Edward Jones - Financial Advisor: Cathy Easop, ChFC®
Why pick this one
They offer personalized financial strategies, focusing on retirement savings and are located in Wake Forest, NC.
Best for
- individuals seeking retirement strategies
- those needing guidance on divorce finances
- clients needing portfolio reviews
Look elsewhere if
- seeking only investment products without advisory services
- looking for brick-and-mortar banks or straightforward saving accounts
Specialties
- Retirement Income Strategies
- Divorce Finances
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Business Retirement Plans
Certifications
- ChFC®
What makes them different
- Accepting new clients
- Offers personalized financial strategies
- Focus on retirement and wealth strategies
- Located in Wake Forest, NC
- Serves
- Wake Forest
Distilled from this business's own website.
Contact & Location
- Address
- 620 Dr Calvin Jones Hwy, Wake Forest, NC 27587
- Phone
- 9842493853
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- cathy.easop@edwardjones.com
Services
- Financial Advisory Services