Edward Jones - Financial Advisor: Cathy G Porter, AAMS®
Why pick this one
Cathy G Porter, Financial Advisor focuses on retirement income, estate and legacy strategies, portfolio reviews, and wealth strategies with an AAMS® certification.
Best for
- Retirement income planning
- Estate and legacy strategy planning
- Portfolio reviews
- Retirement savings strategies
- Clients seeking web conferencing
Look elsewhere if
- Clients requiring weekend office availability
Specialties
- Retirement income strategies
- Estate and legacy strategies
- Portfolio reviews
- Wealth strategies
- Retirement savings strategies
Certifications
- AAMS®
- Accredited Asset Management Specialist™
What makes them different
- AAMS® Accredited Asset Management Specialist™ certification
- Web conferencing available
- Monday through Thursday office hours from 9:00 AM to 5:00 PM
- Two branch office administrators listed on the team
Distilled from this business's own website.
Contact & Location
- Address
- 212 N Winstead Ave, Rocky Mount, NC 27804
- Phone
- 2524430011
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- cathy.porter@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Portfolio reviews
- Wealth management
- Retirement savings planning