Edward Jones - Financial Advisor: Dan Roberts, AAMS®
Why pick this one
Dan Roberts holds the AAMS® certification and focuses on estate and legacy strategies, business retirement plans, charitable giving, and values-based investing.
Best for
- estate and legacy strategy planning
- business retirement plans
- charitable giving strategies
- values and faith-based investing
Specialties
- estate and legacy strategies
- business retirement plans
- charitable giving
- values and faith-based investing
Certifications
- Accredited Asset Management Specialist (AAMS®)
What makes them different
- Focuses on estate and legacy strategies
- Offers business retirement plan guidance
- Provides charitable giving guidance
- Offers values and faith-based investing guidance
- Branch team includes two Registered Branch Associates
Distilled from this business's own website.
Contact & Location
- Address
- 301 South Front Street, Bldg 1 Ste A, New Bern, NC 28560
- Phone
- 2526335263
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- dan.roberts@edwardjones.com
Services
- financial advising
- investment planning
- retirement planning
- estate planning strategies