Edward Jones - Financial Advisor: Danny Vey, CFP®
Why pick this one
Danny Vey at Edward Jones specializes in wealth strategies and is accepting new clients with a minimum investment of $750,000.
Best for
- high-net-worth clients seeking personalized financial planning
- those needing retirement and estate planning assistance
Look elsewhere if
- clients with less than $750,000 to invest
- individuals seeking general financial advice without specific wealth goals
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
Certifications
- CFP®
What makes them different
- Accepting new clients with a minimum investment of $750,000
- Located in Charlotte, NC
- Offers personalized financial planning services
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 7251 Pineville Matthews Rd, Suite 200, Charlotte, NC 28226
- Phone
- 7045445040
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- danny.vey@edwardjones.com
Services
- Financial Advisory Services