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...
- jonathan.white@edwardjones.com
Services
- retirement planning
- investment account opening
- current financial strategy reviews
- financial guidance for major financial events