Edward Jones - Financial Advisor: Emily W McCurry, CFP®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Emily W McCurry, CFP®|AAMS® provides retirement, estate, and wealth strategies from its Waynesville office.
Best for
- retirement income planning
- estate and legacy planning
- entrepreneurs and business owners seeking financial planning
- intergenerational planning
- charitable giving strategies
- reviewing an existing financial strategy
Specialties
- retirement income strategies
- estate and legacy strategies
- entrepreneur and business-owner planning
- intergenerational planning
- wealth strategies
- charitable giving
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Emily W McCurry holds CFP® and AAMS® certifications
- Focus areas include retirement income, estate and legacy, intergenerational, and wealth strategies
- Serves entrepreneurs and business owners
- Offers introductory consultations, current-strategy reviews, account openings, and help with major financial events
- Office located at 101 South Main Street in Waynesville, North Carolina
- Serves
- Waynesville
Distilled from this business's own website.
Contact & Location
- Address
- 101 South Main Street, Waynesville, NC 28786
- Phone
- 8284520161
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- emily.mccurry@edwardjones.com
Services
- financial planning
- investment account services
- retirement planning
- estate and legacy planning
- wealth management