Edward Jones - Financial Advisor: Jaime P Molina

Financial Service

Why pick this one

Edward Jones - Financial Advisor Jaime P Molina offers focused wealth strategies and personalized financial planning tools.

Best for

  • individuals seeking retirement and wealth management advice
  • business owners needing retirement plans
  • families planning for college savings

Look elsewhere if

  • only needing basic budgeting help
  • interested in low-cost investment options without personalized guidance

Specialties

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Estate & Legacy Strategies

Certifications

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

What makes them different

  • focus on comprehensive wealth management strategies
  • services for business retirement plans
  • personalized financial planning tools available
  • commitment to understanding clients' financial priorities
Serves
Cary

Distilled from this business's own website.

Contact & Location

Address
511 Keisler Dr Ste 201, Cary, NC 27518
Phone
(919) 851-6595
Website
https://www.edwardjones.com/jaime-molina
Email
jaime.molina@edwardjones.com

Services

  • financial advisory
  • retirement planning
  • investment strategies

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