Edward Jones - Financial Advisor: Lili Engelhardt
Why pick this one
Lili Engelhardt is a CEPA® and AAMS® financial advisor in Durham focusing on entrepreneurs, business retirement plans, and wealth strategies.
Best for
- Entrepreneurs and business owners seeking financial advising
- Business retirement plan planning
- Corporate executives seeking wealth strategies
- Retirement savings strategy planning
- Special needs financial considerations
Specialties
- Entrepreneurs and business owners
- Business retirement plans
- Wealth strategies
- Retirement savings strategies
- Corporate executives
- Special needs financial considerations
Certifications
- CEPA® Certified Exit Planning Advisor®
- AAMS® Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Focus on entrepreneurs and business owners
- Focus on business retirement plans
- Focus on special needs financial considerations
- Web conferencing available
Distilled from this business's own website.
Contact & Location
- Address
- 7806 NC Highway 751 Ste 140, Durham, NC 27713
- Phone
- 9195725180
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- lili.engelhardt@edwardjones.com
Services
- Financial advising
- Business retirement planning
- Wealth strategy planning
- Retirement savings planning
- Special needs financial planning