Edward Jones - Financial Advisor: Clayton Cottle
Why pick this one
Edward Jones - Financial Advisor: Clayton Cottle focuses on wealth, retirement, estate, and business retirement strategies for clients investing $100,000 or more.
Best for
- Wealth strategy planning
- Retirement savings planning
- Entrepreneurs and business owners
- Estate and legacy strategies
- Business retirement plans
Look elsewhere if
- Clients planning to invest less than $100,000
Specialties
- wealth strategies
- retirement savings strategies
- entrepreneur and business owner strategies
- estate and legacy strategies
- business retirement plans
What makes them different
- Accepting new clients
- Serves clients with $100,000 or more
- Offers web conferencing
- Focuses on entrepreneurs and business owners
- Has a senior branch office administrator, Pam Lyons
Distilled from this business's own website.
Contact & Location
- Address
- 1057 Cedar Point Blvd, Cedar Point, NC 28584
- Phone
- 2523938028
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- clayton.cottle@edwardjones.com
Services
- financial advising
- wealth planning
- retirement planning
- estate and legacy planning
- business retirement planning