Edward Jones - Financial Advisor: Jack Buchanan, AAMS®
Why pick this one
Jack Buchanan provides AAMS®-certified financial advising in Kings Mountain, with focus areas spanning business owners, retirement, wealth, and estate strategies.
Best for
- Entrepreneurs and business owners seeking financial strategies
- Retirement savings planning
- Retirement income planning
- Estate and legacy strategy planning
- Clients seeking a financial strategy review
Specialties
- Wealth strategies
- Entrepreneur and business owner strategies
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
Certifications
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Focus areas include entrepreneurs and business owners
- Focus areas include retirement savings and retirement income strategies
- Focus areas include estate and legacy strategies
- AAMS® certification
- Branch office includes Sr. Branch Office Administrator Sherry Anthony
- Serves
- Kings Mountain
Distilled from this business's own website.
Contact & Location
- Address
- 203 South Battleground Ave, Kings Mountain, NC 28086
- Phone
- 7047392476
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jack.buchanan@edwardjones.com
Services
- Financial advising
- Wealth management
- Retirement planning
- Estate and legacy planning
- Financial strategy reviews
- Investment account opening