Edward Jones - Financial Advisor: Jim Paolone, AAMS®
Financial Service
Why pick this one
They offer a wide range of financial services including wealth and retirement strategies and are led by a Certified Exit Planning Advisor®.
Best for
- comprehensive financial planning
- retirement strategy development
- intergenerational wealth planning
Look elsewhere if
- looking for purely tax-based advice
- needing immediate liquid asset management
Specialties
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
Certifications
- CEPA®
- AAMS®
What makes them different
- Jim Paolone is a Certified Exit Planning Advisor®
- Jim Paolone has the Accredited Asset Management Specialist™ certification
- Edward Jones provides personalized financial strategies
- Serves
- Rock Hill
Distilled from this business's own website.
Contact & Location
- Address
- 135 E Main St Ste 102, Rock Hill, SC 29730
- Phone
- (803) 980-5550
- Website
- https://www.edwardjones.com/jim-paolone
- jim.paolone@edwardjones.com
Services
- Financial advising