Edward Jones - Financial Advisor: James C Wells, CFP®
Why pick this one
James C Wells at Edward Jones specializes in retirement income strategies and serves clients with $750,000 and above in Raleigh, NC.
Best for
- retirement planning
- wealth management for high-net-worth individuals
Look elsewhere if
- individuals with less than $750,000 to invest
Specialties
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Employee Stock Options
Certifications
- CFP®
What makes them different
- Accepting new clients
- Focus on clients with $750,000 and above
- Located in Raleigh, NC
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 7521 Mourning Dove Rd, Ste 104A, Raleigh, NC 27615
- Phone
- 9198468420
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- james.wells@edwardjones.com
Services
- Financial advising