Edward Jones - Financial Advisor: Jennifer M Lewis, AAMS®
Why pick this one
They offer specialized financial advisory services, including retirement and wealth strategies, and are located in Apex, NC.
Best for
- comprehensive retirement planning
- wealth management for individuals
- financial strategies for entrepreneurs
Look elsewhere if
- investments under $50,000
- those seeking high-risk investment strategies
Specialties
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
Certifications
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Accepting new clients
- Serves clients with $50,000
- Offers tailored financial strategies for retirement and wealth management
- Located in Apex, NC
- Serves
- Apex
Distilled from this business's own website.
Contact & Location
- Address
- 800 W Williams St Ste 205, Apex, NC 27502
- Phone
- 9193877313
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jennifer.m.lewis@edwardjones.com
Services
- financial advisory services