Edward Jones - Financial Advisor: Charlie Spence, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Charlie Spence, AAMS® provides retirement strategies and portfolio reviews for clients with $250,000 plus in Murphy.
Best for
- retirement income planning
- retirement savings strategies
- portfolio reviews
- Clients planning to invest $250,000 or more
- Opening an investment account or reviewing an existing financial strategy
Look elsewhere if
- Clients planning to invest less than $250,000
- Clients seeking services outside financial advising, retirement strategies, or portfolio reviews
Specialties
- retirement income strategies
- retirement savings strategies
- portfolio reviews
Certifications
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Serves clients with $250,000 plus
- Focuses on retirement income strategies
- Focuses on retirement savings strategies
- Offers portfolio reviews
- Includes Sr. Branch Office Administrator Richard Furlough on the team
- Serves
- Murphy
Distilled from this business's own website.
Contact & Location
- Address
- 3000 U S Hwy 64 W, Suite 123, Murphy, NC 28906
- Phone
- 8288370482
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- charlie.spence@edwardjones.com
Services
- financial advising
- retirement planning
- portfolio review
- investment account opening
- financial strategy consultations