Edward Jones - Financial Advisor: Christopher B Barcliff, ChFC®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Christopher B Barcliff, ChFC®|AAMS® serves entrepreneurs and business owners with ChFC® and AAMS® certifications.
Best for
- Entrepreneurs and business owners
- Business retirement plan planning
- Intergenerational planning
- Retirement income strategies
- Retirement savings strategies
Specialties
- Business retirement plans
- Intergenerational planning
- Wealth strategies
- Retirement income strategies
- Retirement savings strategies
- Entrepreneur and business owner financial planning
Certifications
- Chartered Financial Consultant® (ChFC®)
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Accepting new clients
- Focuses on entrepreneurs and business owners
- Offers business retirement plan planning
- Provides intergenerational planning
- Offers web conferencing
Distilled from this business's own website.
Contact & Location
- Address
- 207 N Water St, Elizabeth City, NC 27909
- Phone
- 2523350352
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- christopher.barcliff@edwardjones.com
Services
- Financial advising
- Retirement planning
- Wealth planning
- Investment account opening
- Financial strategy reviews
- Major financial event planning