Edward Jones - Financial Advisor: Lex Fennell

Why pick this one

They provide specialized financial advisory services focused on retirement and wealth strategies for clients in Concord, NC.

Best for

  • individuals planning for retirement
  • business owners seeking financial advice

Look elsewhere if

  • those needing rapid turnaround financial services
  • clients looking for minimal investment strategies

Specialties

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

What makes them different

  • They offer personalized financial strategies tailored to retirement and wealth management.
  • They assist entrepreneurs and business owners with financial strategies.
Serves
Concord

Distilled from this business's own website.

Contact & Location

Address
143 Union St S, Concord, NC 28025
Phone
7047931189
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
lex.fennell@edwardjones.com

Services

  • Financial Advisory

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