Edward Jones - Financial Advisor: Kyle M Jambon, ChFC®
Why pick this one
Edward Jones - Financial Advisor: Kyle M Jambon, ChFC® serves clients with $100,000 plus and focuses on retirement income, estate and legacy, and special-needs strategies.
Best for
- Retirement income strategy planning
- Estate and legacy strategy planning
- Special needs financial considerations
- Clients planning to invest $100,000 or more
Look elsewhere if
- Clients planning to invest less than $100,000
Specialties
- retirement income strategies
- estate and legacy strategies
- special needs financial considerations
Certifications
- Chartered Financial Consultant® (ChFC®)
What makes them different
- Serves clients with $100,000 plus
- Focuses on retirement income strategies, estate and legacy strategies, and special needs financial considerations
- Advisor holds the ChFC® designation
- Weekday office hours run from 7:30 AM to 3:30 PM
- Branch office includes Sr. Branch Office Administrator Rhonda Shoffeitt
Distilled from this business's own website.
Contact & Location
- Address
- 1185 Charlotte Hwy Ste I, Fairview, NC 28730
- Phone
- 8287868641
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kyle.jambon@edwardjones.com
Services
- financial advisory services
- retirement planning
- estate and legacy planning
- special needs financial planning
- investment account opening