Edward Jones - Financial Advisor: Doug Rostick, CFP®|ChFC®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Doug Rostick offers wealth, retirement income, and estate and legacy strategies with CFP®, ChFC®, and AAMS® certifications in Mills River.
Best for
- Retirement income planning
- Estate and legacy strategy planning
- Entrepreneurs and business owners
- Sustainable investing
- Reviewing an existing financial strategy
Specialties
- Wealth strategies
- Retirement income strategies
- Estate and legacy strategies
- Entrepreneur and business owner strategies
- Sustainable investing
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Accredited Asset Management Specialist™
What makes them different
- Doug Rostick holds CFP®, ChFC®, and AAMS® certifications
- Focus areas include retirement income, estate and legacy, entrepreneurs and business owners, and sustainable investing
- The office supports introductory consultations, strategy reviews, account openings, and major financial events
- The office has two branch office administrators, including FPQP®-credentialed team members
- Saturday appointments are available by appointment only
Distilled from this business's own website.
Contact & Location
- Address
- 5046 Boylston Hwy, Suite 5, Mills River, NC 28759
- Phone
- 8288902791
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- doug.rostick@edwardjones.com
Services
- Financial advising
- Investment account opening
- Financial strategy reviews
- Major financial event planning