Edward Jones - Financial Advisor: David Snapp, ChFC AAMS
Financial Advising
Why pick this one
Edward Jones - Financial Advisor: David Snapp, ChFC AAMS focuses on estate and legacy strategies, business retirement plans, and employee stock options.
Best for
- Estate and legacy strategy planning
- Business retirement plans
- Employee stock option planning
- Charitable giving strategies
- Financial planning related to divorce
Specialties
- Charitable giving
- Divorce finances
- Estate and legacy strategies
- Business retirement plans
- Wealth strategies
- Employee stock options
Certifications
- ChFC® (Chartered Financial Consultant®)
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- Accepting new clients
- Offers web conferencing
- Additional evening availability
- Branch office includes two FPQP® branch office administrators
- Focus areas include estate and legacy strategies, business retirement plans, and employee stock options
Distilled from this business's own website.
Contact & Location
- Address
- 108 Randolph St Suite 2, Thomasville, NC 27360
- Phone
- +13364763628
- Website
- https://www.edwardjones.com/david-snapp
- david.snapp@edwardjones.com
Services
- Financial advising
- Wealth management
- Estate and legacy planning
- Charitable giving planning
- Divorce financial planning
- Business retirement planning
- Employee stock option planning