Edward Jones - Financial Advisor: Joshua D Poe
Why pick this one
Edward Jones - Financial Advisor: Joshua D Poe focuses on retirement, estate and legacy strategies and serves military professionals, veterans, and new investors.
Best for
- Retirement savings strategy development
- Retirement income strategy development
- Values and faith based investing
- Military professionals and veterans seeking financial guidance
- New investors opening or reviewing an account
- Estate and legacy strategy discussions
Specialties
- Values and faith based investing
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
- Financial guidance for military professionals and veterans
- Financial guidance for new investors
What makes them different
- Offers values and faith based investing as a listed focus area
- Lists retirement savings and retirement income strategies as focus areas
- Lists military professionals and veterans as a focus area
- Lists new investors as a focus area
- Branch team includes an associate financial advisor and two senior branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 351 Butler Rd, Forest City, NC 28043
- Phone
- 8282875878
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- joshua.poe@edwardjones.com
Services
- Investment account services
- Retirement planning
- Estate and legacy planning
- Financial strategy reviews
- Guidance for major financial events