Edward Jones - Financial Advisor: Jared M Bumgardner, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Jared M Bumgardner, AAMS® offers retirement income strategies, portfolio reviews, and estate and legacy strategies in Wilmington.
Best for
- retirement income strategies
- wealth strategies
- portfolio reviews
- estate and legacy strategies
- entrepreneurs and business owners seeking financial advice
- people needing help with a major financial event
Look elsewhere if
- people requiring Saturday or Sunday office hours
- people seeking services outside financial advising and investment planning
Specialties
- retirement income strategies
- wealth strategies
- portfolio reviews
- estate and legacy strategies
- financial planning for entrepreneurs and business owners
Certifications
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- Offers retirement income strategies, wealth strategies, portfolio reviews, and estate and legacy strategies
- Lists entrepreneurs and business owners as a focus area
- Provides introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Offers weekday office hours from 9:00 AM to 4:00 PM
- Branch office includes Victoria Parente as a Branch Office Administrator
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 2508 Independence Blvd, Suite 102, Wilmington, NC 28412
- Phone
- 9107947931
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jared.bumgardner@edwardjones.com
Services
- financial advising
- retirement planning
- wealth management
- portfolio reviews
- estate and legacy planning
- investment account opening
- major financial event planning