Edward Jones - Financial Advisor: Joel Torres
Why pick this one
They focus on wealth strategies and retirement planning and offer personalized financial consultations in Statesville.
Best for
- wealth management
- retirement planning
- estate and legacy strategies
Look elsewhere if
- looking for low-cost investment options
- needing immediate, high-frequency trading advice
Specialties
- wealth strategies
- retirement savings strategies
- estate and legacy strategies
Certifications
- ChFC®
What makes them different
- focus areas include wealth strategies and retirement savings strategies
- offers personalized financial consultations
- team member is a Senior Branch Office Administrator
- Serves
- Statesville
Distilled from this business's own website.
Contact & Location
- Address
- 333 Brookdale Dr, Suite B, Statesville, NC 28677
- Phone
- 7045000430
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- joel.torres@edwardjones.com
Services
- financial advising