Edward Jones - Financial Advisor: Jason W Younts
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Jason W Younts offers CRPC™-credentialed guidance for wealth, estate, and retirement strategies to clients with $100,000 or more.
Best for
- Clients seeking wealth strategy guidance
- Estate and legacy planning
- Retirement savings planning
- Retirement income planning
- Clients with at least $100,000 to invest
Look elsewhere if
- Clients seeking services for investments under $100,000
- Clients needing emergency financial services
- Clients seeking a provider with published pricing
Specialties
- Wealth strategies
- Estate and legacy strategies
- Retirement savings strategies
- Retirement income strategies
Certifications
- Chartered Retirement Planning Counselor™ (CRPC™)
What makes them different
- Accepting new clients
- Serves clients with $100,000 or more
- Offers web conferencing
- Provides introductory consultations and current-strategy reviews
- Has a senior branch office administrator, Candace Thornton
Distilled from this business's own website.
Contact & Location
- Address
- 632 Village Rd SW Ste 3, Shallotte, NC 28470
- Phone
- (910) 754-6188
- Website
- https://www.edwardjones.com/jason-younts
- jason.younts@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Wealth planning