Edward Jones - Financial Advisor: David McDonald
Why pick this one
David McDonald is a CFP® located in Gastonia, NC, specializing in retirement income strategies and college savings.
Best for
- retirement planning
- college savings
- business retirement plans
Look elsewhere if
- looking for budget investment options
- require fast transactions or brokerage services
Specialties
- Retirement Savings Strategies
- College Savings
- Retirement Income Strategies
- Business Retirement Plans
- Portfolio Reviews
Certifications
- CFP®
What makes them different
- Located in Gastonia, NC
- Offers an introductory consultation
- Provides a 'My Priorities' quiz to help clients determine financial priorities
- Serves
- Gastonia
Distilled from this business's own website.
Contact & Location
- Address
- 839 Majestic Ct, Suite 5, Gastonia, NC 28054
- Phone
- 7048101276
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- david.mcdonald@edwardjones.com
Services
- financial advising
- retirement planning
- investment strategies