Edward Jones - Financial Advisor: Josh Sweeley
Financial Advising
Why pick this one
Josh Sweeley is a CFP® and AAMS® advisor in Winterville offering retirement, estate and legacy, business retirement, and values-based investing strategies.
Best for
- Retirement savings planning
- Retirement income planning
- Values- or faith-based investing
- Business retirement plans
- Estate and legacy strategies
- Charitable giving strategies
Specialties
- Values and faith-based investing
- Retirement savings strategies
- Retirement income strategies
- Business retirement plans
- Estate and legacy strategies
- Charitable giving
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Josh Sweeley holds CFP® and AAMS® designations
- Focuses on values and faith-based investing
- Accepting new clients
- Offers web conferencing
- Provides introductory consultations and current-strategy reviews
Distilled from this business's own website.
Contact & Location
- Address
- 701 W Fire Tower Rd Ste D, Greenville, NC 28590
- Phone
- +12523758407
- Website
- https://www.edwardjones.com/josh-sweeley
- josh.sweeley@edwardjones.com
Services
- Financial advising
- Retirement planning
- Business retirement plan guidance
- Estate and legacy planning
- Charitable giving strategies
- Values-based investing