Edward Jones - Financial Advisor: Liz Robertson

Why pick this one

Liz Robertson with Edward Jones offers financial advisory services and caters to clients of all asset levels in Lancaster, SC.

Best for

  • new investors
  • college savings planning
  • retirement savings strategies

Look elsewhere if

  • clients looking for highly specialized investment products
  • those requiring emergency financial services

Specialties

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Charitable Giving

What makes them different

  • Accepting new clients
  • Serving clients of all asset levels
Serves
Lancaster

Distilled from this business's own website.

Contact & Location

Address
901 W Meeting St Ste 105, Lancaster, SC 29720
Phone
8034169870
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
liz.robertson@edwardjones.com

Services

  • financial advisory services

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