Edward Jones - Financial Advisor: Jason A Sirmon
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Jason A Sirmon serves clients with $250,000 plus and focuses on estate, retirement income, and wealth strategies in Boone.
Best for
- Estate and legacy strategy planning
- Retirement income strategy planning
- Wealth strategy planning
- Military professionals and veterans seeking financial advice
- Entrepreneurs and business owners seeking financial advice
- Values- and faith-based investing
Look elsewhere if
- Investment needs fall below the stated $250,000-plus client focus
Specialties
- estate and legacy strategies
- retirement income strategies
- wealth strategies
- values and faith-based investing
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- Focus areas include military professionals and veterans
- Focus areas include entrepreneurs and business owners
- Offers introductory consultations, strategy reviews, account opening, and help with major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 148 Highway 105 Extension, Boone, NC 28607
- Phone
- (828) 265-2354
- Website
- http://www.edwardjones.com/jason-sirmon
- jason.sirmon@edwardjones.com
Services
- financial advising
- retirement income planning
- wealth strategy planning
- estate and legacy planning
- investment account opening
- financial strategy reviews