Edward Jones - Financial Advisor: Karena L Bagwell, AAMS®
Why pick this one
Karena L Bagwell specializes in retirement income strategies and is accepting new clients with a minimum of $500,000 in assets.
Best for
- High-net-worth individuals seeking retirement and estate planning advice
Look elsewhere if
- Clients with investment amounts less than $500,000
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Portfolio Reviews
Certifications
- AAMS®
What makes them different
- Accepting new clients
- Serves clients with $500,000
- Has a branch office administrator
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 1400 Crescent Green Drive, Suite 130, Cary, NC 27518
- Phone
- 9194657466
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- karena.bagwell@edwardjones.com
Services
- Financial Advisory Services