Edward Jones - Financial Advisor: Jim Engelman Sr
Why pick this one
Jim Engelman Sr provides retirement income strategies, estate and legacy strategies, portfolio reviews, and support for new investors in Hudson, NC.
Best for
- Entrepreneurs and business owners seeking financial guidance
- People planning retirement income
- Clients reviewing an existing investment strategy
- People developing estate or legacy strategies
- New investors opening an account
Specialties
- Retirement income strategies
- Estate and legacy strategies
- Portfolio reviews
- Financial guidance for entrepreneurs and business owners
- New investor guidance
What makes them different
- Accepting new clients
- Web conferencing available
- In-person office at 623 Main St in Hudson, NC
- Team includes Sr. Branch Office Administrator Brandie Hicks
Distilled from this business's own website.
Contact & Location
- Address
- 623 Main St, Hudson, NC 28638
- Phone
- 8287287920
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jim.engelman@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Portfolio reviews
- Investment account opening