Edward Jones - Financial Advisor: Jonathan D White

Why pick this one

Jonathan D White focuses on business retirement plans, retirement savings strategies, entrepreneurs, business owners, and college savings in Henderson.

Best for

  • Business retirement planning
  • Retirement savings strategies
  • Entrepreneurs and business owners seeking financial guidance
  • College savings planning
  • Clients of any asset level

Look elsewhere if

  • Clients requiring Saturday or Sunday office availability

Specialties

  • business retirement plans
  • retirement savings strategies
  • financial planning for entrepreneurs and business owners
  • college savings

What makes them different

  • Accepting new clients
  • Serving clients of all asset levels
  • Focus areas include business retirement plans and retirement savings strategies
  • Focus areas include entrepreneurs and business owners
  • Focus area includes college savings
Serves
Henderson

Distilled from this business's own website.

Contact & Location

Address
232 Dabney Drive, Suite C, Henderson, NC 27536
Phone
2524928466
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
jonathan.white@edwardjones.com

Services

  • retirement planning
  • investment account opening
  • current financial strategy reviews
  • financial guidance for major financial events

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