Edward Jones - Financial Advisor: Daniel Southard
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Daniel Southard is a CFP® offering retirement income, estate and legacy, charitable giving, and wealth strategies in Reidsville.
Best for
- retirement income strategy planning
- estate and legacy strategy planning
- charitable giving strategy planning
- wealth strategy planning
- financial planning for entrepreneurs and business owners
Specialties
- wealth strategies
- retirement income strategies
- estate and legacy strategies
- charitable giving
- financial planning for entrepreneurs and business owners
Certifications
- CFP® (CERTIFIED FINANCIAL PLANNER®)
What makes them different
- Daniel Southard holds the CFP® certification
- Focus areas include retirement income, estate and legacy, charitable giving, and entrepreneurs and business owners
- The office offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Four Sr. Branch Office Administrators are listed on the office team
- Weekday office hours are listed at 1404 Front Street in Reidsville, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 2208 S Church St, Burlington, NC 27215
- Phone
- (336) 227-9454
- Website
- http://www.edwardjones.com/daniel-southard
- daniel.southard@edwardjones.com
Services
- financial advising
- wealth planning
- retirement income planning
- estate and legacy planning
- charitable giving planning
- financial planning for entrepreneurs and business owners