Edward Jones - Financial Advisor: Ivan Ellis

Why pick this one

They specialize in financial strategies for entrepreneurs and are accepting new clients in Clayton, NC.

Best for

  • financial planning for entrepreneurs
  • retirement income strategies

Look elsewhere if

  • clients seeking immediate emergency financial services
  • very low investment amounts under $250K

Specialties

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances

What makes them different

  • Accepting new clients
  • Office hours from 8:30 AM to 5:00 PM weekdays
  • Offers personalized financial strategies for diverse needs
Serves
Clayton

Distilled from this business's own website.

Contact & Location

Address
11618 Us 70 Business Highway W Ste 204, Clayton, NC 27520
Phone
9198798974
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
ivan.ellis@edwardjones.com

Services

  • financial advisory
  • investment strategies
  • retirement planning

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