Edward Jones - Financial Advisor: Joshua Roberson, CEPA®
Why pick this one
They focus on custom retirement plans for entrepreneurs and offer specialized estate and legacy strategies.
Best for
- financial advising for business owners
- retirement planning for entrepreneurs
Look elsewhere if
- personal financial matters not related to business
- clients seeking basic personal finance services
Specialties
- retirement planning for businesses
- estate and legacy strategies
- charitable giving
- employee stock options
Certifications
- CEPA®
- Certified Exit Planning Advisor®
What makes them different
- focus on entrepreneurs and business owners
- team includes a Senior Branch Office Administrator
- offers assistance with major financial events
- Serves
- Denver
Distilled from this business's own website.
Contact & Location
- Address
- 137 Cross Center Rd Ste 137, Denver, NC 28037
- Phone
- 7049518023
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- joshua.roberson@edwardjones.com
Services
- financial advising
- investment management