Edward Jones - Financial Advisor: Kathy W Hale, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Kathy W Hale, AAMS® offers retirement, estate, college savings, and portfolio services for clients investing $100,000 plus.
Best for
- Clients seeking portfolio reviews
- Retirement income planning
- Estate and legacy strategies
- College savings planning
- Business retirement plans
- Clients investing $100,000 or more
Look elsewhere if
- Clients planning to invest less than $100,000
Specialties
- portfolio reviews
- retirement income strategies
- estate and legacy strategies
- college savings
- retirement savings strategies
- business retirement plans
Certifications
- AAMS® Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Serving clients with $100,000 plus
- Offers portfolio reviews and retirement income strategies
- Offers estate and legacy strategies and college savings
- Branch team includes a Sr. Branch Office Administrator with FPQP® certification
Distilled from this business's own website.
Contact & Location
- Address
- 116 W Meadow Road, Suite B, Eden, NC 27288
- Phone
- 3366277737
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kathy.hale@edwardjones.com
Services
- financial advising
- portfolio reviews
- retirement planning
- estate and legacy planning
- college savings planning
- business retirement planning