Edward Jones - Financial Advisor: Jon Lentz, CFP®
Financial Service
Why pick this one
Edward Jones - Financial Advisor Jon Lentz specializes in Wealth Strategies and is located in Huntersville, NC.
Best for
- individuals seeking comprehensive financial planning
- clients interested in retirement savings strategies
- families planning estate and legacy strategies
Look elsewhere if
- looking for budget financial advice
- seeking services outside of financial planning
Specialties
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Employee Stock Options
- Retirement Savings Strategies
Certifications
- CFP®
What makes them different
- Located at 9601 Holly Point Dr, Huntersville, NC
- Offers an introductory consultation
- Provides a personalized financial strategy quiz
- Supported by Sr. Branch Office Administrator, Nita Dunn, FPQP®
- Serves
- Huntersville
Distilled from this business's own website.
Contact & Location
- Address
- 9601 Holly Point Dr Ste 201, Huntersville, NC 28078
- Phone
- (704) 892-7408
- Website
- https://www.edwardjones.com/jon-lentz
- jon.lentz@edwardjones.com
Services
- financial advisory services