Edward Jones - Financial Advisor: Lesia McKenzie, CFP|CEPA
Financial Advising
Why pick this one
They offer tailored retirement savings strategies and have an Accredited Asset Management Specialist™ certification.
Best for
- Women investors seeking retirement strategies
- Entrepreneurs and business owners needing financial guidance
Look elsewhere if
- Individuals seeking budget financial advising
- Clients requiring 24/7 emergency financial support
Specialties
- Retirement Savings Strategies
- Inheritance Guidance
- Intergenerational Planning
- College Savings
Certifications
- AAMS®
- Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Offers a comprehensive financial strategy quiz
- Provides retirement savings strategies tailored to women investors
- Serves
- Smithfield
Distilled from this business's own website.
Contact & Location
- Address
- 22 N Main St, Wendell, NC 27591-9029
- Phone
- +19193653545
- Website
- http://www.edwardjones.com/libby-manning
- libby.manning@edwardjones.com
Services
- Financial Advising