Edward Jones - Financial Advisor: Jessi Rubenstein
Why pick this one
They offer a range of financial advising specialties, including sustainable investing and college savings strategies in Monroe, NC.
Best for
- individuals seeking sustainable financial strategies
- clients interested in values-based investing
- estate planning
Look elsewhere if
- looking for a quick investment turnaround
- requiring extensive financial products outside sustainable investments
Specialties
- sustainable investing
- estate & legacy strategies
- college savings
- values and faith based investing
- retirement savings strategies
- retirement income strategies
What makes them different
- accepting new clients
- serving clients of all asset levels
- focus on values and faith based investing
- Serves
- Monroe
Distilled from this business's own website.
Contact & Location
- Address
- 6210 Ardrey Kell Rd Ste 230, Charlotte, NC 28277
- Phone
- 7043210318
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jessi.rubenstein@edwardjones.com
Services
- financial advising