Edward Jones - Financial Advisor: Joshua Shelton
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Joshua Shelton offers retirement and estate strategies and holds the WMCP® certification in Kings Mountain.
Best for
- Retirement savings planning
- Retirement income planning
- Estate and legacy strategies
- Portfolio reviews
- Clients planning to invest $100,000 or more
Look elsewhere if
- Clients planning to invest less than $100,000
Specialties
- estate and legacy strategies
- retirement savings strategies
- retirement income strategies
- portfolio reviews
- wealth strategies
Certifications
- Wealth Management Certified Professional® (WMCP®)
What makes them different
- Accepting new clients
- Serving clients with $100,000 plus
- Offers retirement savings and retirement income strategies
- Offers estate and legacy strategies
- Provides web conferencing
Distilled from this business's own website.
Contact & Location
- Address
- 407 W King St Ste 3, Kings Mountain, NC 28086
- Phone
- (704) 734-4832
- Website
- https://www.edwardjones.com/joshua-shelton
- joshua.shelton@edwardjones.com
Services
- financial advising
- retirement planning
- estate and legacy planning
- portfolio reviews
- wealth management