Edward Jones - Financial Advisor: John Soles, CFP®|AAMS®
Why pick this one
They offer specialized wealth strategies for entrepreneurs and serve clients with at least $1,000,000 in investable assets.
Best for
- business owners looking for retirement and estate planning
Look elsewhere if
- individuals with less than $1,000,000 in investable assets
Specialties
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
Certifications
- CFP®
- AAMS®
What makes them different
- focus on strategies for business owners
- serves clients with investable assets of $1,000,000 or more
- located in Raleigh, NC
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 8470 Falls of Neuse Rd Ste 106, Raleigh, NC 27615
- Phone
- 9198444577
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- john.soles@edwardjones.com
Services
- financial advisory
- investment management