Edward Jones - Financial Advisor: Christopher W Holbrook, AAMS®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Christopher W Holbrook focuses on retirement income, business retirement plans, and estate strategies for clients with $500,000 plus.
Best for
- retirement income planning
- business retirement plans
- entrepreneurs and business owners
- estate and legacy strategies
- divorce-related financial planning
- intergenerational planning
- clients planning to invest $500,000 or more
Look elsewhere if
- clients seeking an advisor for investments below $500,000
- clients needing emergency or round-the-clock financial support
Specialties
- retirement income strategies
- business retirement plans
- entrepreneur and business owner planning
- estate and legacy strategies
- divorce finances
- intergenerational planning
Certifications
- Certified Exit Planning Advisor (CEPA®)
- Accredited Asset Management Specialist (AAMS®)
What makes them different
- Serving clients with $500,000 plus
- Accepting new clients
- CEPA® certification
- AAMS® certification
- Saturday appointments available
Distilled from this business's own website.
Contact & Location
- Address
- 1517 Johnson St, High Point, NC 27262
- Phone
- (336) 875-4739
- Website
- https://www.edwardjones.com/christopher-holbrook
- christopher.holbrook@edwardjones.com
Services
- financial advisory services
- retirement planning
- business retirement planning
- estate and legacy planning
- divorce financial planning
- intergenerational planning
- investment account opening
- financial strategy reviews
- major financial event planning