Edward Jones - Financial Advisor: Jason M Jonczak, CFP®|AAMS®
Why pick this one
Jason M Jonczak, a CFP® and AAMS®, focuses on Wealth Strategies and offers a complimentary consultation to discuss financial goals.
Best for
- individuals seeking personalized financial planning
- entrepreneurs and business owners needing financial strategies
Look elsewhere if
- looking for extremely low-cost investment options
- need immediate trading services
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Inheritance Guidance
- Intergenerational Planning
Certifications
- CFP®
- AAMS®
What makes them different
- Team includes a Sr. Branch Office Administrator and two Branch Office Administrators
- Offers a complimentary consultation to discuss financial needs
- Provides tools like the 'My Priorities' quiz to help users identify financial goals
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 511 Keisler Dr Ste 201, Cary, NC 27518
- Phone
- 9198516595
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jason.jonczak@edwardjones.com
Services
- Financial Advisory