Edward Jones - Financial Advisor: Jonathan R Powers, CFP®
Financial Service
Why pick this one
Jonathan R Powers is a CFP® offering wealth, retirement income, estate and legacy, and retirement savings strategies in Greenville.
Best for
- retirement income planning
- retirement savings strategies
- estate and legacy strategies
- wealth strategies
- reviewing an existing financial strategy
Specialties
- wealth strategies
- retirement income strategies
- estate and legacy strategies
- retirement savings strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Jonathan R Powers holds the CFP® certification
- Focus areas include retirement income strategies and estate and legacy strategies
- Offers introductory consultations and reviews of current financial strategies
- Appointments are available Monday through Friday
- Office team includes Sr. Branch Office Administrator Venus Elks
Distilled from this business's own website.
Contact & Location
- Address
- 703 Greenville Blvd SE Ste 21, Greenville, NC 27858
- Phone
- (252) 321-7770
- Website
- https://www.edwardjones.com/jonathan-powers
- jonathan.powers@edwardjones.com
Services
- financial advising
- investment account opening
- financial strategy reviews
- financial planning for major financial events