Edward Jones - Financial Advisor: David A Hartman, CFP®|AAMS®
Why pick this one
David A Hartman is a CFP® and AAMS® financial advisor in Weaverville, focusing on retirement, estate, and business-owner strategies.
Best for
- Retirement income planning
- Retirement savings planning
- Estate and legacy planning
- Entrepreneurs and business owners seeking financial strategies
- Business retirement plans
- Reviewing an existing financial strategy
Specialties
- Retirement income strategies
- Retirement savings strategies
- Estate and legacy strategies
- Business retirement plans
- Wealth strategies
- Financial planning for entrepreneurs and business owners
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- David A Hartman holds CFP® and AAMS® certifications
- Focus areas include retirement income and savings strategies
- Focus areas include estate and legacy strategies
- Focus areas include entrepreneurs, business owners, and business retirement plans
- Office team includes a senior branch office administrator and a branch office administrator
Distilled from this business's own website.
Contact & Location
- Address
- 2 Monticello Village Drive, Suite 101A, Weaverville, NC 28787
- Phone
- 8286580820
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- david.hartman@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Wealth management
- Business retirement planning
- Investment account opening
- Financial strategy reviews