Edward Jones - Financial Advisor: Jordan Lessard
Why pick this one
Edward Jones - Financial Advisor: Jordan Lessard holds the AAMS® designation and focuses on wealth, estate, intergenerational, and divorce-finance strategies.
Best for
- wealth strategy development
- estate and legacy planning
- intergenerational financial planning
- charitable giving strategies
- business retirement plans
- financial planning during divorce
- reviewing an existing financial strategy
- opening an investment account
Specialties
- wealth strategies
- estate and legacy strategies
- intergenerational planning
- charitable giving
- business retirement plans
- divorce finances
Certifications
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- Focuses on wealth strategies, estate and legacy strategies, intergenerational planning, charitable giving, business retirement plans, and divorce finances
- Offers introductory consultations, current-strategy reviews, account openings, and support with major financial events
- Branch team includes a Registered Branch Associate Trainee and a Senior Branch Office Administrator
- Office located at 703 Westchester Dr Suite 101 in High Point, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 703 Westchester Dr, Suite 101, High Point, NC 27262
- Phone
- 3368418484
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jordan.lessard@edwardjones.com
Services
- financial advising
- wealth management
- estate and legacy planning
- retirement planning
- charitable giving planning
- financial planning for divorce
- investment account opening
- financial strategy reviews