Edward Jones - Financial Advisor: Craig N Esposito
Why pick this one
They focus on retirement savings strategies and are accepting new clients from all asset levels in Morrisville, NC.
Best for
- clients seeking comprehensive financial advice
- individuals managing significant life transitions
- teachers and professors looking for tailored investment strategies
Look elsewhere if
- clients with very small investment amounts
- those seeking high-frequency trading advice
Specialties
- Retirement Savings Strategies
- College Savings
- Estate & Legacy Strategies
- Charitable Giving
What makes them different
- accepting new clients
- serving clients of all asset levels
- focus on entrepreneurs and business owners
- specialization in strategies for teachers and professors
- Serves
- Morrisville
Distilled from this business's own website.
Contact & Location
- Address
- 3607 Davis Dr Ste 205, Morrisville, NC 27560
- Phone
- 9849836972
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- craig.esposito@edwardjones.com
Services
- financial advising
- investment management