Edward Jones - Financial Advisor: Edie Broccolo, CFP AAMS
Financial Advising
Why pick this one
Edie Broccolo holds CFP® and AAMS® certifications and focuses on retirement income, estate and legacy, and intergenerational planning.
Best for
- Retirement income planning
- Estate and legacy strategies
- Intergenerational financial planning
- Business retirement plans
- Charitable giving strategies
Specialties
- Estate and legacy strategies
- Intergenerational planning
- Business retirement plans
- Retirement income strategies
- Charitable giving
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Focus areas include estate and legacy strategies, intergenerational planning, business retirement plans, retirement income strategies, and charitable giving
- Edie Broccolo holds CFP® and AAMS® certifications
- Weekday office hours are listed as 9:00 AM to 6:00 PM
- Saturday and Sunday appointments are available by appointment
Distilled from this business's own website.
Contact & Location
- Address
- 1255 Creekshire Way Suite 210, Winston-Salem, NC 27103
- Phone
- +13366599287
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- edith.broccolo@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Intergenerational planning
- Business retirement planning
- Charitable giving planning