Edward Jones - Financial Advisor: James E Mitchell III, CFP®|CLU®|AAMS®
Why pick this one
James E Mitchell III serves clients with $250,000 plus and holds CFP®, CLU®, and AAMS® credentials, with a focus on retirement and legacy strategies.
Best for
- Clients with $250,000 or more to invest
- Entrepreneurs and business owners
- Retirement income planning
- Estate and legacy strategies
- Intergenerational planning
- Charitable giving strategies
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- retirement income strategies
- wealth strategies
- estate and legacy strategies
- intergenerational planning
- charitable giving
- financial planning for entrepreneurs and business owners
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Life Underwriter®
- Accredited Asset Management Specialist™
What makes them different
- Serves clients with $250,000 plus
- James E Mitchell III holds MBA, CFP®, CLU®, and AAMS® credentials
- Focuses on entrepreneurs and business owners
- Offers retirement income, estate and legacy, intergenerational planning, and charitable giving strategies
- Office team includes an associate financial advisor and two branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 1622 S 3rd St, Sanford, NC 27330
- Phone
- 9197751861
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- j.mitchell@edwardjones.com
Services
- financial advising
- retirement planning
- wealth management
- estate planning strategies
- intergenerational planning
- charitable giving strategies