Edward Jones - Financial Advisor: Denis Ingalls
Why pick this one
Edward Jones - Financial Advisor: Denis Ingalls lists retirement income strategies, wealth strategies, portfolio reviews, and business retirement plans as focus areas.
Best for
- Retirement savings strategy consultations
- Retirement income strategy planning
- Wealth strategy discussions
- Portfolio reviews
- Business retirement plans
- People seeking an introductory consultation or help with a major financial event
Specialties
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Business Retirement Plans
What makes them different
- Lists five focus areas spanning retirement savings, retirement income, wealth strategies, portfolio reviews, and business retirement plans
- Offers introductory consultations, current-strategy reviews, account opening, and support with major financial events
- Provides investment-planning intake options ranging from less than $250K to $1MM+
- Office hours are Monday through Thursday from 8:30 AM to 4:30 PM and Friday from 8:30 AM to 4:00 PM
- Branch office administrator Kristina Cunningham is listed as a team member
Distilled from this business's own website.
Contact & Location
- Address
- 575 Military Cutoff Rd Ste 201, Wilmington, NC 28405
- Phone
- 9107861548
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- denis.ingalls@edwardjones.com
Services
- Retirement planning
- Wealth strategies
- Portfolio reviews
- Business retirement plans