Edward Jones - Financial Advisor: Charles E Morgan
Why pick this one
Charles E Morgan focuses on retirement, estate and legacy, college savings, and business-owner financial strategies from a Burlington office.
Best for
- retirement savings and retirement income planning
- estate and legacy strategy discussions
- college savings planning
- entrepreneurs and business owners seeking financial strategies
- clients seeking an introductory consultation or current-strategy review in Burlington
Look elsewhere if
- people seeking services outside wealth, retirement, estate and legacy, college savings, or business-owner financial strategies
- people requiring emergency or 24/7 financial assistance
Specialties
- wealth strategies
- retirement savings strategies
- estate and legacy strategies
- retirement income strategies
- college savings
- financial strategies for entrepreneurs and business owners
Certifications
- FPQP®
What makes them different
- Focus areas include wealth, retirement savings, estate and legacy, retirement income, college savings, and entrepreneurs and business owners
- Offers introductory consultations, current-strategy reviews, account opening, and support for major financial events
- Provides investment-planning intake options ranging from less than $250K to $1MM+
- Burlington office offers weekday hours and Saturday appointments by appointment
- Branch team includes Marily Leon, a Senior Branch Office Administrator with FPQP®
- Serves
- Burlington
Distilled from this business's own website.
Contact & Location
- Address
- 408-A Holly Hill Ln, Burlington, NC 27215
- Phone
- 3368108263
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- charles.morgan@edwardjones.com
Services
- wealth planning
- retirement planning
- estate and legacy planning
- retirement income planning
- college savings planning
- business owner financial planning
- investment account opening
- strategy reviews
- major financial event support