Edward Jones - Financial Advisor: Kelly H Barnett
Why pick this one
Kelly H Barnett focuses on retirement savings and offers specific guidance for navigating the loss of a spouse.
Best for
- individuals seeking retirement planning
- business owners looking for retirement plans
- families needing inheritance guidance
Look elsewhere if
- clients with budget-sensitive investment needs
- those looking for very low-cost financial services
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Inheritance Guidance
- Business Retirement Plans
- Portfolio Reviews
What makes them different
- focus on retirement savings strategies
- guidance for navigating loss of spouse
- support for business retirement plans
- team includes Sr. Branch Office Administrator and Branch Office Administrator
- Serves
- Belmont
Distilled from this business's own website.
Contact & Location
- Address
- 27 Catawba St Ste B, Belmont, NC 28012
- Phone
- 7048257006
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kelly.barnett@edwardjones.com
Services
- financial advising