Edward Jones - Financial Advisor: David Ruck
Financial Service
Why pick this one
David Ruck holds CFP®, CEPA®, and AAMS® certifications and focuses on wealth, retirement income, estate, and business-owner strategies.
Best for
- Clients planning to invest $500,000 or more
- Entrepreneurs and business owners
- Retirement income planning
- Estate and legacy planning
- Business retirement plans
- Charitable giving strategies
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- wealth strategies
- retirement income strategies
- estate and legacy strategies
- charitable giving strategies
- business retirement plans
- financial planning for entrepreneurs and business owners
Certifications
- CFP®
- CEPA®
- AAMS®
What makes them different
- Serving clients with $500,000 plus
- Accepting new clients
- Certified Financial Planner® designation
- Certified Exit Planning Advisor® designation
- Accredited Asset Management Specialist™ designation
Distilled from this business's own website.
Contact & Location
- Address
- 5921 W Friendly Ave Ste B, Greensboro, NC 27410
- Phone
- (336) 855-6467
- Website
- https://www.edwardjones.com/david-ruck
- david.ruck@edwardjones.com
Services
- wealth management
- retirement income planning
- estate and legacy planning
- charitable giving planning
- business retirement planning
- financial planning for entrepreneurs and business owners