Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU®
Why pick this one
Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU® focuses on retirement, estate, intergenerational planning, and charitable giving.
Best for
- retirement income planning
- retirement savings strategies
- estate and legacy strategies
- intergenerational planning
- charitable giving strategies
- opening an investment account
- reviewing a current financial strategy
Specialties
- estate and legacy strategies
- intergenerational planning
- retirement income strategies
- retirement savings strategies
- charitable giving
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
What makes them different
- Craige Summers holds CFP®, ChFC®, and CLU® designations
- Craige Summers holds an MBA
- The office lists estate, retirement, intergenerational planning, and charitable giving as focus areas
- The office includes an Associate Financial Advisor and a Senior Branch Office Administrator
- Weekday office hours are 8:30 AM to 5:00 PM
- Serves
- Durham
Distilled from this business's own website.
Contact & Location
- Address
- 2200 West Main Street, Ste A160, Durham, NC 27705
- Phone
- 9843145125
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- craige.summers@edwardjones.com
Services
- financial advising
- retirement planning
- estate and legacy planning
- intergenerational planning
- charitable giving planning
- investment account opening
- financial strategy reviews