Edward Jones - Financial Advisor: Gregory S O'Neal
Why pick this one
Gregory S O'Neal is a CFP® financial advisor whose focus areas include retirement savings, college savings, entrepreneurs, healthcare professionals, and new investors.
Best for
- entrepreneurs and business owners seeking financial guidance
- healthcare professionals seeking financial guidance
- retirement savings strategies
- college savings planning
- new investors
- reviewing an existing financial strategy
- opening an investment account
- planning for a major financial event
Specialties
- retirement savings strategies
- college savings
- financial planning for entrepreneurs and business owners
- financial planning for healthcare professionals
- new investor guidance
Certifications
- CFP®
- CERTIFIED FINANCIAL PLANNER®
- FPQP®
What makes them different
- Gregory S O'Neal holds the CFP® certification
- Focus areas include entrepreneurs and business owners, healthcare professionals, new investors, retirement savings strategies, and college savings
- The branch includes two Senior Branch Office Administrators, Macy Austin and Robin Kerr
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 5046 Boylston Hwy, Suite 5, Mills River, NC 28759
- Phone
- 8288902791
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- gregory.oneal@edwardjones.com
Services
- financial advisory
- investment account opening
- financial strategy reviews
- introductory consultations
- major financial event planning