Edward Jones - Financial Advisor: Jay Guffey
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Averyl H Basolo serves clients of all asset levels with retirement, estate and legacy, educator, and intergenerational planning.
Best for
- Retirement income planning
- Retirement savings strategies
- Estate and legacy planning
- Business retirement plans
- Teachers and professors seeking financial planning
- Intergenerational planning
- Clients seeking introductory consultations or financial strategy reviews
Specialties
- Retirement income strategies
- Retirement savings strategies
- Estate and legacy strategies
- Business retirement plans
- Teacher and professor financial planning
- Intergenerational planning
What makes them different
- Accepting new clients
- Serves clients of all asset levels
- Offers web conferencing
- Focuses on retirement, estate and legacy, business retirement, educator, and intergenerational planning
- Weekday office hours at 203 Black Mountain Ave in Black Mountain, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 203 Black Mountain Ave, Black Mountain, NC 28711
- Phone
- +18286698370
- Website
- https://www.edwardjones.com/Averyl-Basolo
- averyl.basolo@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Business retirement plan services
- Investment account opening
- Financial strategy reviews
- Major financial event planning