Edward Jones - Financial Advisor: Harrison G Everhart, CFP®
Financial Advising
Why pick this one
Edward Jones - Financial Advisor: Steve Jackson offers retirement, estate, wealth, and business retirement planning from a Lexington office.
Best for
- Entrepreneurs and business owners seeking financial planning
- Retirement income or retirement savings strategies
- Estate and legacy strategy discussions
- Business retirement plan planning
- Reviewing an existing financial strategy
Look elsewhere if
- Appointments are needed on Saturdays or Sundays, when the office is closed
Specialties
- Entrepreneurs and business owners
- Estate and legacy strategies
- Retirement income strategies
- Retirement savings strategies
- Business retirement plans
- Wealth strategies
What makes them different
- Focus areas include entrepreneurs and business owners, estate and legacy strategies, retirement income strategies, and business retirement plans
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Weekday office hours are Monday through Friday from 8:30 AM to 5:00 PM
- Branch team includes Angela Louya, Caren Hollady, and Hannah Elias-Mattar
- Serves
- Lexington
Distilled from this business's own website.
Contact & Location
- Address
- 315 S Talbert Blvd, Lexington, NC 27292
- Phone
- +13362245329
- Website
- https://www.edwardjones.com/steve-jackson
- steve.jackson@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Wealth planning
- Business retirement planning
- Investment account services