Edward Jones - Financial Advisor: Hilton Oneal, CFP®
Why pick this one
Edward Jones - Financial Advisor: Hilton Oneal, CFP® focuses on retirement income, estate and legacy strategies, and serves clients with $500,000 plus.
Best for
- Clients seeking retirement income strategies
- Clients planning estate or legacy matters
- Retirement savings planning
- Portfolio reviews
- Entrepreneurs and business owners
- Employee stock option planning
- Clients with $500,000 or more to invest
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- Retirement income strategies
- Estate and legacy strategies
- Retirement savings strategies
- Portfolio reviews
- Entrepreneur and business owner planning
- Employee stock options
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Hilton Oneal holds the CFP® certification
- Accepting new clients
- Serving clients with $500,000 plus
- Offers portfolio reviews
- Office includes a senior branch office administrator
Distilled from this business's own website.
Contact & Location
- Address
- 601 Cedar St, Suite B, Beaufort, NC 28516
- Phone
- 2525042454
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- hilton.oneal@edwardjones.com
Services
- Retirement planning
- Estate and legacy planning
- Portfolio reviews
- Financial planning for entrepreneurs and business owners
- Employee stock option planning