Edward Jones - Financial Advisor: Chris Sconzo, CFP|AAMS
Financial Advising
Why pick this one
Edward Jones - Financial Advisor: Chris Sconzo, CFP|AAMS is accepting new clients and holds CFP® and AAMS® certifications.
Best for
- retirement income planning
- estate and legacy planning
- inheritance guidance
- entrepreneurs and business owners needing financial guidance
- business retirement plans
Specialties
- wealth strategies
- retirement income strategies
- estate and legacy strategies
- inheritance guidance
- business retirement plans
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Focuses on retirement income strategies, estate and legacy strategies, and inheritance guidance
- Works with entrepreneurs and business owners
- Offers business retirement plan guidance
- Web conferencing listed as an additional availability option
Distilled from this business's own website.
Contact & Location
- Address
- 120 Millstead Dr, Mebane, NC 27302
- Phone
- +19193040954
- Website
- https://www.edwardjones.com/chris-sconzo
- chris.sconzo@edwardjones.com
Services
- financial advising
- wealth management
- retirement planning
- estate and legacy planning
- business owner financial planning