Edward Jones - Financial Advisor: Georgiana A Bowman, CFP®
Why pick this one
Edward Jones - Financial Advisor: Georgiana A Bowman, CFP® helps with retirement, divorce finances, and business retirement plans in New Bern.
Best for
- Portfolio reviews
- Retirement savings strategies
- Retirement income strategies
- Financial planning after divorce
- Business retirement plans
Specialties
- Portfolio reviews
- Retirement savings strategies
- Retirement income strategies
- Divorce finances
- Business retirement plans
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor®
What makes them different
- Georgiana A Bowman holds CFP® and CEPA® certifications
- Accepting new clients
- Focus areas include divorce finances and business retirement plans
- Offers introductory consultations, strategy reviews, account opening, and help with major financial events
- Office includes Branch Office Administrator Beth Strange
Distilled from this business's own website.
Contact & Location
- Address
- 246 Craven St, New Bern, NC 28560
- Phone
- 2525140279
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- georgiana.bowman@edwardjones.com
Services
- Financial planning
- Investment account services
- Retirement planning
- Financial guidance for major life events