Edward Jones - Financial Advisor: Dewon Hart
Why pick this one
They offer specialized services in retirement and estate planning and are located in Charlotte, NC.
Best for
- clients seeking retirement and estate planning
- individuals looking for guided investment strategies
Look elsewhere if
- looking for aggressive investment strategies
- seeking purely tax-focused financial advice
Specialties
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Portfolio Reviews
- Inheritance Guidance
What makes them different
- Offers services for retirement planning and estate strategies
- Location in Charlotte, NC
- Team includes experienced branch office administrators
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 17206 Lancaster Highway Ste 508, Charlotte, NC 28277
- Phone
- 7047363947
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- dewon.hart@edwardjones.com
Services
- financial advising
- retirement planning
- portfolio management