Edward Jones - Financial Advisor: Colleen S Lyons
Financial Advising
Why pick this one
Edward Jones - Financial Advisor Colleen S Lyons offers retirement planning with a team that has decades of combined experience in financial advising.
Best for
- individuals planning for retirement
- small business owners seeking financial advice
- professionals looking for wealth-building strategies
Look elsewhere if
- clients seeking only budget-friendly options
- individuals needing purely transactional financial services without long-term planning
Specialties
- retirement planning
- wealth management
- portfolio management
- estate strategies
- risk management
Certifications
- CERTIFIED FINANCIAL PLANNER™
- AIF®
What makes them different
- team composed of industry experts with decades of combined experience
- provides personalized service focusing on clients' needs
- offers a comprehensive planning process with multiple service models
- available for complimentary consultations
- delivers financial education sessions to improve financial literacy
Distilled from this business's own website.
Contact & Location
- Address
- 8816 Six Forks Rd, Raleigh, NC 27615-2983
- Phone
- +19844005319
- Website
- https://www.teamretirewell.com/
- clientservices@capfs.com
Services
- financial advising
- investment management
- financial education
- charitable giving
- corporate retirement plans