Edward Jones - Financial Advisor: Dylan Hales, CFP®|CKA®
Why pick this one
Edward Jones - Financial Advisor Dylan Hales offers personalized financial strategies and is certified as a CFP® and CKA®.
Best for
- individuals seeking retirement income strategies
- entrepreneurs and business owners looking for tailored financial advice
Look elsewhere if
- looking for basic banking services
- seeking quick financial transactions
Specialties
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Charitable Giving
- Values and Faith Based Investing
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Kingdom Advisor®
What makes them different
- Accepting new clients
- Focus on charitably-minded investing
- Located in Monroe, NC
- Offers personalized financial strategies
- Serves
- Monroe
Distilled from this business's own website.
Contact & Location
- Address
- 107 E Jefferson St, Ste C, Monroe, NC 28112
- Phone
- 7042261822
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- dylan.hales@edwardjones.com
Services
- financial advising
- investment planning