Edward Jones - Financial Advisor: Jon Lentz, CFP®
Why pick this one
Edward Jones - Financial Advisor Jon Lentz, CFP®, specializes in wealth and estate planning strategies and serves Huntersville, NC.
Best for
- individuals seeking comprehensive wealth and estate strategies
- retirement planning support
Look elsewhere if
- looking for budget financial advice
- wanting short-term investment options
Specialties
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Employee Stock Options
- Retirement Savings Strategies
Certifications
- CFP®
What makes them different
- Focus on estate and legacy strategies
- Collaborates with a Sr. Branch Office Administrator
- Offers personalized financial strategy consultations
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 9601 Holly Point Dr, Suite 201, Huntersville, NC 28078
- Phone
- 7048927408
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jon.lentz@edwardjones.com
Services
- financial advising
- retirement planning
- investment management