Edward Jones - Financial Advisor: David E Smith, ChFC®|AAMS®
Why pick this one
They offer comprehensive retirement and wealth strategies and are located in Monroe, NC.
Best for
- individuals seeking retirement planning
- clients looking for portfolio reviews
Look elsewhere if
- in need of quick transactions
- budget-sensitive financial services
Specialties
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- College Savings
Certifications
- ChFC®
- AAMS®
What makes them different
- David E Smith holds an MBA and two financial advisor certifications: ChFC® and AAMS®.
- They offer specialized strategies for retirement savings and income.
- Located at 1995 Wellness Blvd Suite 230, Monroe, NC.
- Serves
- Monroe
Distilled from this business's own website.
Contact & Location
- Address
- 1995 Wellness Blvd, Suite 230, Monroe, NC 28110
- Phone
- 7042251218
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- david.e.smith@edwardjones.com
Services
- financial advising
- investment management
- retirement planning