Edward Jones - Financial Advisor: Judson Bell
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Judson Bell is a CFP® serving clients with $250,000 or more and focusing on retirement and business planning.
Best for
- Retirement savings strategy development
- Retirement income planning
- Portfolio reviews
- Entrepreneurs and business owners
- Business retirement plans
- Clients planning to invest $250,000 or more
Look elsewhere if
- Clients planning to invest less than $250,000
- People seeking emergency or after-hours financial services
Specialties
- Retirement savings strategies
- Retirement income strategies
- Portfolio reviews
- Entrepreneur and business owner financial planning
- Business retirement plans
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- FPQP®
What makes them different
- Accepting new clients
- Serves clients with $250,000 or more
- CFP® financial advisor
- Focuses on entrepreneurs, business owners, and business retirement plans
- Tuesday office hours extend to 7:00 PM
Distilled from this business's own website.
Contact & Location
- Address
- 112 Lowes Foods Drive, Lewisville, NC 27023
- Phone
- (336) 945-4227
- Website
- https://www.edwardjones.com/judson-bell
- judson.bell@edwardjones.com
Services
- Financial advising
- Retirement planning
- Portfolio reviews
- Business retirement planning
- Investment account opening
- Financial strategy reviews