Edward Jones Financial Advisor Doug Hargrove
Financial Service
Why pick this one
Edward Jones Financial Advisor Doug Hargrove serves clients with $750,000 or more and holds CEPA® certification for exit planning.
Best for
- Clients with $750,000 or more to invest
- Estate and legacy strategies
- Intergenerational planning
- Business owners and entrepreneurs
- Retirement income strategies
- Charitable giving strategies
Look elsewhere if
- Investors with less than $750,000 seeking a stated service fit
- People seeking a non-referral-based advisor
- People seeking emergency or after-hours financial services
Specialties
- Estate and legacy strategies
- Intergenerational planning
- Wealth strategies
- Charitable giving
- Business owner financial planning
- Retirement income strategies
Certifications
- CEPA® (Certified Exit Planning Advisor®)
What makes them different
- Serves clients with $750,000 or more
- Client-by-referral practice
- CEPA® certification
- Focus areas include estate and legacy strategies, intergenerational planning, charitable giving, and retirement income strategies
- Branch office includes two Senior Branch Office Administrators
Distilled from this business's own website.
Contact & Location
- Address
- 1023 S Main St, Burlington, NC 27215-5758
- Phone
- +13362221849
- Website
- http://www.edwardjones.com/doug-hargrove
- doug.hargrove@edwardjones.com
Services
- Financial advising
- Wealth planning
- Retirement income planning
- Estate planning strategies
- Intergenerational planning
- Charitable giving strategies
- Business owner planning