Edward Jones - Financial Advisor: Henry H Newton, CFP®|AAMS®
Why pick this one
Henry H Newton is a CFP® and AAMS® advisor focusing on retirement, estate and legacy, and inheritance strategies for clients with $250,000 plus.
Best for
- Retirement savings and income strategies
- Estate and legacy planning
- Inheritance guidance
- Charitable giving strategies
- Entrepreneurs and business owners with financial planning needs
- Clients planning to invest $250,000 or more
Look elsewhere if
- Planning to invest less than $250,000
Specialties
- retirement savings strategies
- retirement income strategies
- estate and legacy strategies
- charitable giving
- inheritance guidance
- financial guidance for entrepreneurs and business owners
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Serves clients with $250,000 plus
- Henry H Newton holds CFP® certification
- Henry H Newton holds AAMS® certification
- Web conferencing available
Distilled from this business's own website.
Contact & Location
- Address
- 2451 Croasdaile Farm Pkwy Ste 103, Durham, NC 27705
- Phone
- 9194779299
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- henry.newton@edwardjones.com
Services
- financial advising
- retirement planning
- estate and legacy planning
- charitable giving planning
- inheritance guidance
- business-owner financial planning