Edward Jones - Financial Advisor: Jonathan M Rhodes
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Jonathan M Rhodes provides portfolio reviews and retirement income and savings strategies for clients of all asset levels.
Best for
- portfolio reviews
- retirement income strategies
- retirement savings strategies
- wealth strategies
- clients seeking web conferencing
Specialties
- portfolio reviews
- retirement income strategies
- retirement savings strategies
- wealth strategies
Certifications
- FPQP®
What makes them different
- Accepting new clients
- Serves clients of all asset levels
- Offers web conferencing
- Weekday office hours are 8:30 AM–5:00 PM
- Team includes Lisa Griffin, a Senior Branch Office Administrator with FPQP® designation
Distilled from this business's own website.
Contact & Location
- Address
- 651 S Post Rd, Shelby, NC 28152
- Phone
- (704) 484-2666
- Website
- https://www.edwardjones.com/jonathan-rhodes
- jonathan.rhodes@edwardjones.com
Services
- financial advising
- portfolio reviews
- retirement planning
- wealth strategy planning