Edward Jones - Financial Advisor: Colby Lyles
Why pick this one
Edward Jones - Financial Advisor: Colby Lyles offers retirement income, sustainable investing, estate planning, inheritance guidance, and intergenerational planning.
Best for
- Retirement income planning
- Wealth strategy development
- Sustainable investing discussions
- Estate and legacy strategy planning
- Inheritance guidance
- Intergenerational planning
Specialties
- Retirement income strategies
- Wealth strategies
- Sustainable investing
- Estate and legacy strategies
- Inheritance guidance
- Intergenerational planning
What makes them different
- Offers introductory consultations, current-strategy reviews, account opening, and guidance for major financial events
- Focus areas include retirement income, sustainable investing, estate and legacy strategies, inheritance, and intergenerational planning
- Provides investment intake options ranging from less than $250,000 to $1 million or more
- Saturday and Sunday appointments are available by appointment
Distilled from this business's own website.
Contact & Location
- Address
- 933 Park Ave, Roanoke Rapids, NC 27870
- Phone
- 2523975965
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- colby.lyles@edwardjones.com
Services
- Financial strategy consultations
- Investment account opening
- Current strategy reviews
- Major financial event guidance