Edward Jones - Financial Advisor: Don Hartsoe, AAMS
Financial Advising
Why pick this one
Edward Jones provides wealth strategies and retirement savings strategies and is located in Belmont, NC.
Best for
- individuals seeking retirement savings strategies
- clients needing inheritance guidance
- those requiring guidance after the loss of a spouse
Look elsewhere if
- small investments under $250K
- clients seeking weekend services
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Inheritance Guidance
- Business Retirement Plans
- Navigating Loss of Spouse
- Portfolio Reviews
Certifications
- AAMS
What makes them different
- Located in Belmont, NC
- Offers wealth strategies and retirement savings strategies
- Provides guidance for navigating loss of spouse
- Serves
- Belmont
Distilled from this business's own website.
Contact & Location
- Address
- 27 Catawba St, Belmont, NC 28012-3351
- Phone
- +17048257006
- Website
- http://edwardjones.com/kelly-barnett
- kelly.barnett@edwardjones.com
Services
- financial advising