Edward Jones - Financial Advisor: John David Wagner, CFP®|ChFC®
Why pick this one
John David Wagner is a CFP®, ChFC®, and CEPA® advisor specializing in retirement income, business retirement plans, divorce finances, and charitable giving.
Best for
- retirement income planning
- business retirement plans
- financial planning during divorce
- charitable giving strategies
- wealth strategy development
Specialties
- wealth strategies
- retirement income strategies
- business retirement plans
- divorce finances
- charitable giving
Certifications
- CFP®
- ChFC®
- CEPA®
What makes them different
- John David Wagner is accepting new clients
- John David Wagner holds CFP®, ChFC®, and CEPA® credentials
- The office offers Saturday appointments by arrangement
- The office lists web conferencing availability
- The office provides introductory consultations, strategy reviews, account opening, and major-event support
Distilled from this business's own website.
Contact & Location
- Address
- 1026 Mebane Oaks Rd, Mebane, NC 27302
- Phone
- 9195689728
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- johndavid.wagner@edwardjones.com
Services
- wealth management
- retirement planning
- business retirement planning
- divorce financial planning
- charitable giving planning