Edward Jones - Financial Advisor: Jeff Perry, AAMS®|CRPC™
Why pick this one
Edward Jones - Financial Advisor: Jeff Perry, AAMS®|CRPC™ focuses on portfolio reviews and retirement income and savings strategies in Henderson.
Best for
- portfolio reviews
- retirement income strategies
- retirement savings strategies
- reviewing an existing financial strategy
- opening an investment account
- planning for a major financial event
Specialties
- portfolio reviews
- retirement income strategies
- retirement savings strategies
Certifications
- Accredited Asset Management Specialist™ (AAMS®)
- Chartered Retirement Planning Counselor™ (CRPC™)
What makes them different
- Focuses on portfolio reviews and retirement income and savings strategies
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Serves clients from an office at 857 S Beckford Dr Suite D in Henderson, North Carolina
- Branch team includes Sr. Branch Office Administrators Pam Jackson and Christy Sanford
Distilled from this business's own website.
Contact & Location
- Address
- 857 S Beckford Dr, Suite D, Henderson, NC 27536
- Phone
- 2524925112
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jeff.perry@edwardjones.com
Services
- financial advising
- portfolio reviews
- retirement planning
- investment account opening