Edward Jones - Financial Advisor: Clay Woodruff
Why pick this one
They specialize in LGBTQ+ finances and provide tailored retirement strategies in Charlotte, NC.
Best for
- LGBTQ+ financial planning
- retirement income strategies
- business retirement plans
Look elsewhere if
- looking for financial services outside of Charlotte
- needs unrelated financial services such as tax preparation
Specialties
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- LGBTQ+ Finances
What makes them different
- Offers specialized services for LGBTQ+ finances
- Provides strategies tailored for retirement savings
- Located in Charlotte, NC
- Offers portfolio reviews to optimize investments
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 5110 Park Road, Suite 2 I, Charlotte, NC 28209
- Phone
- 7048264252
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- clay.woodruff@edwardjones.com
Services
- Financial Advisory