Edward Jones - Financial Advisor: Felix Delgado
Why pick this one
Edward Jones - Financial Advisor: Felix Delgado focuses on retirement, wealth, estate, intergenerational, and Hispanic family financial strategies for clients with $250,000 plus.
Best for
- Clients investing $250,000 or more
- Business retirement plans
- Retirement income strategies
- Estate and legacy strategies
- Intergenerational planning
- Hispanic family finances
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- Business Retirement Plans
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Hispanic Family Finances
What makes them different
- Accepting new clients
- Serves clients with $250,000 plus
- Focus on Hispanic family finances
- Offers web conferencing
- Saturday appointments available by appointment
Distilled from this business's own website.
Contact & Location
- Address
- 3608 W Friendly Ave Ste 102, Greensboro, NC 27410
- Phone
- 3366328955
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- felix.delgado@edwardjones.com
Services
- Financial advising
- Wealth management
- Retirement planning
- Estate and legacy planning
- Intergenerational financial planning