Edward Jones - Financial Advisor: Julie Lucas, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Julie Lucas holds the AAMS® certification and focuses on retirement, estate, legacy, and business retirement strategies.
Best for
- retirement savings planning
- retirement income planning
- estate and legacy strategies
- entrepreneurs and business owners
- business retirement plans
- clients seeking web conferencing
Specialties
- retirement savings strategies
- retirement income strategies
- estate and legacy strategies
- entrepreneur and business owner financial strategies
- business retirement plans
Certifications
- AAMS®
- Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Offers web conferencing
- Focuses on retirement savings and retirement income strategies
- Focuses on entrepreneurs, business owners, and business retirement plans
- Branch office administrator Susie Adams is listed as a team member
Distilled from this business's own website.
Contact & Location
- Address
- 86 West Main Street, Sylva, NC 28779
- Phone
- 8285862292
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- julie.lucas@edwardjones.com
Services
- financial advising
- retirement planning
- estate and legacy planning
- business retirement planning
- investment account opening
- financial strategy reviews