Edward Jones - Financial Advisor: Christie L Standish, CRPS®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Christie L Standish, CRPS® focuses on retirement income, estate and legacy, and intergenerational planning in Murphy, NC.
Best for
- Entrepreneurs and business owners seeking exit-planning guidance
- Clients planning retirement income
- Families working on estate, legacy, or intergenerational strategies
- Clients interested in values and faith-based investing
- Clients seeking retirement-plan expertise from a CRPS™-certified advisor
Specialties
- Entrepreneurs and business owners
- Estate and legacy strategies
- Intergenerational planning
- Retirement income strategies
- Values and faith-based investing
- Wealth strategies
Certifications
- Certified Exit Planning Advisor (CEPA®)
- Chartered Retirement Plans Specialist (CRPS™)
What makes them different
- CEPA® certification for exit planning
- CRPS™ certification for retirement plans
- Focus areas include entrepreneurs and business owners
- Focus areas include values and faith-based investing
- Web conferencing is listed as an office availability option
- Serves
- Murphy
Distilled from this business's own website.
Contact & Location
- Address
- 514 W US Highway 64, Murphy, NC 28906
- Phone
- (828) 837-1534
- Website
- https://www.edwardjones.com/christie-standish
- christie.standish@edwardjones.com
Services
- Financial planning
- Investment management
- Retirement planning
- Estate and legacy planning
- Intergenerational planning
- Business-owner financial planning