Edward Jones - Financial Advisor: Jim Paolone, CEPA®|AAMS®
Why pick this one
Jim Paolone, a Financial Advisor at Edward Jones, specializes in wealth and retirement strategies and is a CEPA® certified advisor.
Best for
- individuals planning for retirement
- wealth management
- charitable giving strategies
Look elsewhere if
- clients seeking emergency financial advice
- those looking for budget-focused financial planning
Specialties
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Intergenerational Planning
Certifications
- CEPA®
- AAMS®
What makes them different
- Located at 300 Technology Center Way, Suite 217, Rock Hill, SC
- Team includes a Sr. Branch Office Administrator with FPQP® certification
- Serves
- Rock Hill
Distilled from this business's own website.
Contact & Location
- Address
- 300 Technology Center Way Ste 217, Rock Hill, SC 29730
- Phone
- 8039805550
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jim.paolone@edwardjones.com
Services
- Financial Advisory