Edward Jones - Financial Advisor: Donna C Winbon
Why pick this one
Donna C Winbon offers specialized financial advising in Raleigh, focusing on retirement and estate strategies.
Best for
- individuals seeking retirement income strategies
- families looking for estate planning guidance
Look elsewhere if
- clients preferring online-only advising
- those needing immediate financial emergency support
Specialties
- Estate & Legacy Strategies
- Retirement Income Strategies
- Charitable Giving
- Wealth Strategies
- Portfolio Reviews
What makes them different
- Located in Raleigh, NC
- Offers a complimentary introductory consultation
- Focus areas include estate strategies and retirement planning
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 815 Oberlin Road, Suite 301, Raleigh, NC 27605
- Phone
- 9198361399
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- donna.winbon@edwardjones.com
Services
- financial advising