Edward Jones - Financial Advisor: Colleen S Lyons
Financial Service
Why pick this one
Colleen S Lyons offers financial advising with expertise in sustainable investing and serving military professionals in Raleigh.
Best for
- clients looking for wealth strategies
- individuals with retirement savings needs
- entrepreneurs and business owners needing financial guidance
Look elsewhere if
- clients needing services for less than $250,000
- those preferring a financial advisor without specific military background experience
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Sustainable Investing
What makes them different
- Accepting new clients with a minimum investment of $250,000
- Serves entrepreneurs and business owners
- Experienced in working with military professionals and veterans
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 10224 Durant Rd Ste 103, Raleigh, NC 27614
- Phone
- (919) 841-0892
- Website
- https://www.edwardjones.com/colleen-lyons
- colleen.lyons@edwardjones.com
Services
- financial advising
- investment management
- retirement planning