Edward Jones - Financial Advisor: Katie Tan
Financial Service
Why pick this one
They specialize in guiding entrepreneurs and business owners in Charlotte with expertise in wealth strategies and hold CEPA® and AAMS® certifications.
Best for
- financial advice for entrepreneurs
- inheritance guidance
- retirement savings strategies
Look elsewhere if
- seeking basic budgeting advice
- individuals with under $250K to invest
Specialties
- Entrepreneurs & Business Owners
- Inheritance Guidance
- Wealth Strategies
- Retirement Savings Strategies
- College Savings
- Charitable Giving
Certifications
- CEPA®
- AAMS®
What makes them different
- Licensed financial advisor in Charlotte, NC
- Accepting new clients
- Specializes in wealth strategies and retirement savings
- Offers guidance for entrepreneurs and business owners
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 17206 Lancaster Hwy, Suite 508, Charlotte, NC 28277
- Phone
- (704) 544-6360
- Website
- https://www.edwardjones.com/katie-tan
- katie.lazo@edwardjones.com
Services
- financial advising