Edward Jones - Financial Advisor: James Bass
Financial Advising
Why pick this one
They accept new clients at all asset levels and hold ChFC® and AAMS® certifications, with retirement, business-owner, estate, and divorce-finance focus areas.
Best for
- Retirement savings strategies
- Retirement income strategies
- Financial planning for entrepreneurs and business owners
- Wealth strategies
- Estate and legacy strategies
- Divorce-related financial planning
Specialties
- Retirement savings strategies
- Retirement income strategies
- Financial planning for entrepreneurs and business owners
- Wealth strategies
- Estate and legacy strategies
- Divorce finances
Certifications
- ChFC® (Chartered Financial Consultant®)
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Offers retirement, business-owner, wealth, estate and legacy, and divorce-finance focus areas
- Weekday consultations available by appointment
- Branch office located at 195 US Hwy 70 W in Havelock, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 195 U.S. Hwy 70 W, Havelock, NC 28532
- Phone
- +12526528240
- Website
- https://www.edwardjones.com/mike-sprague
- mike.sprague@edwardjones.com
Services
- Financial advising
- Retirement planning
- Wealth planning
- Estate and legacy planning
- Business-owner financial planning
- Divorce financial planning