Edward Jones - Financial Advisor: Jonathan R Bandy
Financial Service
Why pick this one
They specialize in Comprehensive Wealth Strategies and are accepting new clients at their Apex office.
Best for
- individuals seeking retirement planning
- business owners needing financial advice
- those interested in estate and legacy strategies
Look elsewhere if
- looking for low-cost financial products
- seeking a strictly online service without personalized consultation
Specialties
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Business Retirement Plans
Certifications
- AAMS®
What makes them different
- Accepting new clients
- Offers web conferencing options
- Specializes in services for entrepreneurs and business owners
- Serves
- Apex
Distilled from this business's own website.
Contact & Location
- Address
- 1151 SE Cary Pkwy Ste 102, Cary, NC 27518
- Phone
- (919) 816-9060
- Website
- https://www.edwardjones.com/jonathan-bandy
- jonathan.bandy@edwardjones.com
Services
- financial advising
- investment management
- retirement planning