Edward Jones - Financial Advisor: Maria Litzinger, AAMS®
Financial Service
Why pick this one
Maria Litzinger, a CERTIFIED FINANCIAL PLANNER®, specializes in wealth strategies and offers guidance for navigating the loss of a spouse.
Best for
- wealth strategies for corporate executives
- inheritance guidance for healthcare professionals
Look elsewhere if
- seeking budget financial planning
- need for services outside of their specific specialties
Specialties
- inheritance guidance
- navigating loss of spouse
- wealth strategies
Certifications
- CFP®
- RICP®
- AAMS®
What makes them different
- focus on corporate executives and entrepreneurs
- accepting new clients
- offers web conferencing options
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 800 W Williams St Ste 205, Apex, NC 27502
- Phone
- (919) 924-0411
- Website
- https://www.edwardjones.com/maria-litzinger
- maria.litzinger@edwardjones.com
Services
- financial advising
- retirement planning