Edward Jones - Financial Advisor: Dessi Dufresne
Why pick this one
They provide tailored financial strategies, including retirement income and estate planning, at their Matthews, NC office.
Best for
- individuals planning for retirement
- clients needing estate planning assistance
Look elsewhere if
- looking for low-cost investment options
- requiring 24/7 financial advice
Specialties
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Charitable Giving
What makes them different
- Located at 208 West Matthews Street, Matthews, NC
- Offers a variety of financial strategies including estate and legacy strategies
- Support available for major financial events
- Team member Amy Hansen serves as Sr. Branch Office Administrator
- Serves
- Matthews
Distilled from this business's own website.
Contact & Location
- Address
- 208 West Matthews Street, Matthews, NC 28105
- Phone
- 9809983810
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- dessi.dufresne@edwardjones.com
Services
- financial advising
- wealth management