Edward Jones - Financial Advisor: Josh Almond, CFP®|ChFC®|AAMS®
Why pick this one
They offer comprehensive financial advisory services focusing on wealth and retirement strategies and are located in Apex, NC.
Best for
- retirement planning
- wealth management
- business retirement plans
Look elsewhere if
- seeking purely transactional financial services
- companies looking for high-frequency trading
Specialties
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- College Savings
- Inheritance Guidance
- Values and Faith Based Investing
Certifications
- CFP®
- ChFC®
- AAMS®
What makes them different
- Accepting new clients
- Located in Apex, NC
- Team member Jodi Reed available as Sr. Branch Office Administrator
- Serves
- Apex
Distilled from this business's own website.
Contact & Location
- Address
- 1480 Chapel Ridge Rd Ste 170, Apex, NC 27502
- Phone
- 9192679615
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- josh.almond@edwardjones.com
Services
- Financial Advisory Services