Edward Jones - Financial Advisor: Kevin M Ley
Why pick this one
Kevin M Ley serves clients of all asset levels and focuses on retirement savings and wealth strategies.
Best for
- military professionals and veterans seeking financial advice
- government employees seeking financial advice
- corporate executives seeking financial advice
- entrepreneurs and business owners seeking financial advice
- retirement savings planning
- wealth strategy development
- reviewing an existing financial strategy
- opening an investment account
- planning for a major financial event
Specialties
- retirement savings strategies
- wealth strategies
- financial guidance for military professionals and veterans
- financial guidance for government employees
- financial guidance for corporate executives
- financial guidance for entrepreneurs and business owners
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Focus areas include military professionals and veterans, government employees, corporate executives, and entrepreneurs and business owners
- Offers introductory consultations, current-strategy reviews, account opening, and support with major financial events
- Web conferencing is listed among office information
Distilled from this business's own website.
Contact & Location
- Address
- 293 Olmsted Blvd, Ste 6, Pinehurst, NC 28374
- Phone
- 9102950307
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kevin.ley@edwardjones.com
Services
- financial advising
- retirement planning
- wealth planning
- investment account opening
- financial strategy reviews
- guidance for major financial events