Edward Jones - Financial Advisor: Jennifer M Lewis
Financial Service
Why pick this one
Jennifer M Lewis at Edward Jones specializes in retirement savings and estate strategies, accepting clients with $50,000 and above.
Best for
- individuals planning for retirement
- business owners seeking wealth strategies
- clients needing estate planning guidance
Look elsewhere if
- clients with less than $50,000 to invest
- those seeking less comprehensive financial services
Specialties
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
Certifications
- AAMS®
What makes them different
- Accepting new clients
- Serves clients with a minimum of $50,000
- Offers a variety of specialized financial strategies
- Serves
- Apex
Distilled from this business's own website.
Contact & Location
- Address
- 5478 Apex Peakway, Apex, NC 27502
- Phone
- (919) 387-7313
- Website
- http://www.edwardjones.com/jennifer-m-lewis
- jennifer.m.lewis@edwardjones.com
Services
- financial advising
- investment management
- estate planning