Edward Jones - Financial Advisor: Emily L Crum
Why pick this one
Emily L Crum is a CFP® financial advisor accepting clients with $1,000,000 plus and focusing on sustainable investing and LGBTQ+ finances.
Best for
- Clients with $1,000,000 or more to invest
- Sustainable investing strategies
- LGBTQ+ financial planning
- New investors seeking financial guidance
- Charitable giving strategies
- Entrepreneurs and business owners seeking wealth strategies
Look elsewhere if
- Clients planning to invest less than $1,000,000
- People seeking services outside financial advising and wealth strategies
Specialties
- sustainable investing
- LGBTQ+ finances
- wealth strategies
- new investor guidance
- charitable giving
- entrepreneur and business owner finances
Certifications
- CFP® (CERTIFIED FINANCIAL PLANNER®)
What makes them different
- Accepting new clients
- Serving clients with $1,000,000 plus
- Focus areas include sustainable investing and LGBTQ+ finances
- Web conferencing available
- Team includes an associate financial advisor and two branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 2816 Erwin Rd, Ste 109, Durham, NC 27705
- Phone
- 9193823085
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- emily.crum@edwardjones.com
Services
- financial advising
- wealth strategies
- investment planning
- financial consultations
- account opening
- current strategy reviews
- major financial event planning