Edward Jones - Financial Advisor: Kalynn C Roland, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Kalynn C Roland offers retirement, wealth, estate and legacy strategies with AAMS® certification in Reidsville.
Best for
- Retirement income planning
- Wealth strategy development
- Estate and legacy strategy planning
- Employee stock option planning
- Retirement savings strategy reviews
- Clients seeking an introductory consultation or help with a major financial event
Look elsewhere if
- Clients needing Saturday or Sunday office availability
Specialties
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Retirement Savings Strategies
Certifications
- AAMS®
- Accredited Asset Management Specialist™
What makes them different
- Focuses on retirement income, wealth, estate and legacy, employee stock options, and retirement savings strategies
- AAMS®-certified financial advisor
- Office team includes Senior Branch Office Administrator Christie Guill
- Weekday office hours run from 9:00 AM to 4:00 PM
- Offers introductory consultations, current-strategy reviews, account openings, and major financial event support
Distilled from this business's own website.
Contact & Location
- Address
- 1012 Richardson Dr, Reidsville, NC 27320
- Phone
- 3366341311
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kalynn.roland@edwardjones.com
Services
- Retirement planning
- Wealth management
- Estate and legacy planning
- Employee stock option planning
- Retirement savings planning
- Financial strategy reviews
- Account openings
- Major financial event support