Edward Jones - Financial Advisor: Martin J Sohovich
Why pick this one
Martin J Sohovich offers wealth strategies, retirement income strategies, portfolio reviews, college savings, and charitable giving in Morganton.
Best for
- Retirement income strategies
- Portfolio reviews
- College savings planning
- Charitable giving planning
- Reviewing an existing financial strategy
Look elsewhere if
- Weekend financial consultations
Specialties
- wealth strategies
- retirement income strategies
- portfolio reviews
- college savings
- charitable giving
What makes them different
- Offers web conferencing
- Provides introductory consultations, current-strategy reviews, account opening, and support with major financial events
- Office is located at 305 E Union St Suite A-125 in Morganton, North Carolina
- Team includes Lisa Griffin as Sr. Branch Office Administrator and Kimberly Guerrie and Crystal Hansbrough as Branch Office Administrators
- Weekday office hours run from 8:30 AM, with closing times of 4:30 PM Monday through Thursday and 4:00 PM Friday
Distilled from this business's own website.
Contact & Location
- Address
- 305 E Union St Ste A-125, Morganton, NC 28655
- Phone
- 8284384794
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- martin.sohovich@edwardjones.com
Services
- financial advising
- wealth planning
- retirement income planning
- portfolio reviews
- college savings planning
- charitable giving planning