Edward Jones - Financial Advisor: Danny Bostic Jr, CFP®
Why pick this one
Danny Bostic Jr at Edward Jones is a CFP® and specializes in retirement savings strategies for clients with a minimum investment of $250,000.
Best for
- clients seeking guidance on retirement savings and income strategies
- business owners looking for retirement plans
Look elsewhere if
- investment amounts less than $250,000
- clients needing non-retirement related financial services
Specialties
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Portfolio Reviews
Certifications
- CFP®
What makes them different
- Accepting new clients with a minimum investment of $250,000
- Located in Raleigh, NC
- Offers personalized consultations for various financial strategies
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 8470 Falls of Neuse Rd Ste 106, Raleigh, NC 27615
- Phone
- 9842657964
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- danny.bostic@edwardjones.com
Services
- financial advising