Edward Jones - Financial Advisor: Daniel A Yates, CRPC™
Financial Advising
Why pick this one
Edward Jones - Financial Advisor: Daniel A Yates, CRPC™ offers retirement, estate, and values-based investing guidance in Kill Devil Hills for clients with $50,000 plus.
Best for
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
- Values and faith based investing
- Entrepreneurs and business owners
- Military professionals and veterans
Look elsewhere if
- Clients planning to invest less than $50,000
- Clients seeking Saturday or Sunday office hours
Specialties
- Values and faith based investing
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
- Financial strategies for entrepreneurs and business owners
- Financial strategies for military professionals and veterans
Certifications
- CRPC™ (Chartered Retirement Planning Counselor™)
What makes them different
- Accepting new clients
- Serves clients with $50,000 plus
- Focus areas include values and faith based investing
- Focus areas include entrepreneurs and business owners
- Focus areas include military professionals and veterans
- Serves
- Kill Devil Hills
Distilled from this business's own website.
Contact & Location
- Address
- 111 Currituck Commercial Dr C, Moyock, NC 27958
- Phone
- +12526785991
- Website
- https://www.edwardjones.com/daniel-yates
- daniel.yates@edwardjones.com
Services
- Financial advising
- Retirement planning
- Investment planning
- Estate and legacy planning
- Business owner financial planning
- Military professional financial planning