Edward Jones - Financial Advisor: Marshall Ward
Why pick this one
Edward Jones - Financial Advisor, Marshall Ward specializes in Business Retirement Plans and is located in Concord, NC.
Best for
- business owners seeking retirement planning
- individuals needing estate strategies
- families planning for college savings
Look elsewhere if
- clients looking for purely investment-focused advice
- those needing services outside of financial advisory
Specialties
- Business Retirement Plans
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Charitable Giving
- College Savings
What makes them different
- Accepting new clients
- Offers introductory consultations
- Provides support for major financial events
- Team member available for assistance
- Serves
- Concord
Distilled from this business's own website.
Contact & Location
- Address
- 325 McGill Ave NW Ste 100, Concord, NC 28027
- Phone
- 9807811001
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- marshall.ward@edwardjones.com
Services
- Financial Advisory Services