Edward Jones-Financial Advisor: Jay Geddings
Financial Advising
Why pick this one
Edward Jones - Financial Advisor: Jay Geddings, AAMS® offers retirement, estate, divorce-finance, and special-needs planning from a Tryon office.
Best for
- Retirement income planning
- Estate and legacy strategy discussions
- Intergenerational financial planning
- Charitable giving strategies
- Financial planning after divorce
- Special-needs financial considerations
- Reviewing an existing financial strategy
- Opening an investment account
Look elsewhere if
- Appointments are needed on Saturdays or Sundays
Specialties
- Retirement income strategies
- Estate and legacy strategies
- Intergenerational planning
- Charitable giving strategies
- Divorce finances
- Special-needs financial considerations
Certifications
- Accredited Asset Management Specialist (AAMS®)
What makes them different
- Jay Geddings holds an MBA and AAMS® designation
- Focus areas include divorce finances and special-needs financial considerations
- Focus areas include intergenerational planning and charitable giving
- Tryon office includes two senior branch office administrators
- Offers introductory consultations, strategy reviews, account openings, and major financial event support
Distilled from this business's own website.
Contact & Location
- Address
- 155 W Mills St, Columbus, NC 28722-9412
- Phone
- +18288942828
- Website
- https://www.edwardjones.com/jay-geddings
- jay.geddings@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate planning strategies
- Investment account services
- Financial strategy reviews
- Major financial event guidance