Edward Jones - Financial Advisor: Heather Staton
Financial Advising
Why pick this one
Edward Jones - Financial Advisor: Heather Staton holds the ChFC® designation and focuses on retirement savings, values-based investing, divorce finances, and estate strategies.
Best for
- retirement savings strategies
- values and faith based investing
- divorce-related financial planning
- business retirement plans
- financial planning after loss of a spouse
- estate and legacy strategies
- clients planning to invest $100,000 or more
Look elsewhere if
- Clients planning to invest less than $100,000
- People seeking services outside financial advising and the listed focus areas
Specialties
- retirement savings strategies
- values and faith based investing
- divorce finances
- business retirement plans
- navigating loss of spouse
- estate and legacy strategies
Certifications
- ChFC® (Chartered Financial Consultant®)
What makes them different
- Accepting new clients
- Serves clients with $100,000 plus
- Focuses on values and faith based investing
- Offers guidance for divorce finances and loss of spouse
- Web conferencing available
Distilled from this business's own website.
Contact & Location
- Address
- 136 S King St, Hendersonville, NC 28792-5086
- Phone
- +18286964024
- Website
- https://www.edwardjones.com/heather-staton
- heather.staton@edwardjones.com
Services
- financial advising
- retirement planning
- investment advising
- estate and legacy planning
- financial planning for major life events
- business retirement planning