Edward Jones - Financial Advisor: Jeremy L Phillips
Why pick this one
Jeremy L Phillips is a referral-based Edward Jones financial advisor serving clients with $250,000 plus and focusing on retirement and estate strategies.
Best for
- Retirement income planning
- Estate and legacy strategies
- Entrepreneurs and business owners
- Dentists
- Farmers and ranchers
- Physicians
- Clients planning to invest $250,000 or more
Look elsewhere if
- Prospective clients planning to invest less than $250,000
- People seeking emergency financial services or immediate response times
Specialties
- Retirement income strategies
- Estate and legacy strategies
- Entrepreneurs and business owners
- Dentists
- Farmers and ranchers
- Physicians
Certifications
- FPQP® held by team member Chryssa Clayton
What makes them different
- Client by referral
- Serves clients with $250,000 plus
- Focuses on retirement income and estate and legacy strategies
- Specifically serves entrepreneurs, business owners, dentists, farmers and ranchers, and physicians
- Team includes three senior branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 385 North Haywood Street 2, Waynesville, NC 28786
- Phone
- 8284520635
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jeremy.phillips@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Investment account services
- Financial strategy reviews
- Major financial event support