Edward Jones - Financial Advisor: Jean S McMullin
Why pick this one
Edward Jones - Financial Advisor: Jean S McMullin accepts clients investing $250,000 or more and focuses on retirement, estate, and business-owner strategies.
Best for
- Entrepreneurs and business owners seeking financial strategies
- Retirement savings strategies
- Business retirement plans
- New investors seeking financial guidance
- Estate and legacy strategies
- Clients investing $250,000 or more
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- retirement savings strategies
- business retirement plans
- estate and legacy strategies
- wealth strategies
- financial guidance for entrepreneurs and business owners
What makes them different
- Accepting new clients
- Serving clients with $250,000 or more
- Focus areas include entrepreneurs and business owners
- Focus areas include new investors
- Web conferencing available
Distilled from this business's own website.
Contact & Location
- Address
- 133 N Main St, Boiling Springs, NC 28017
- Phone
- 7044349193
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jean.mcmullin@edwardjones.com
Services
- financial advising
- retirement planning
- business retirement planning
- estate and legacy planning
- wealth planning
- investment account opening