Edward Jones - Financial Advisor: Marty Coward, CRPC
Financial Service
Why pick this one
They specialize in wealth strategies and retirement savings and are accepting new clients starting with $250,000.
Best for
- high-net-worth individuals seeking retirement planning
- entrepreneurs needing customized financial strategies
Look elsewhere if
- clients with less than $250,000 to invest
- those seeking basic or minimal financial advice
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- College Savings
- Intergenerational Planning
- Entrepreneurs & Business Owners
Certifications
- CRPC™
What makes them different
- Accepting new clients starting with $250,000
- Branch Office Administrator supports the advisory process
- Focus on intergenerational financial planning
- Specializes in strategies for entrepreneurs and business owners
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3607 Falls River Ave, Raleigh, NC 27614
- Phone
- (919) 792-0316
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- marty.coward@edwardjones.com
Services
- financial advisory services
- investment planning
- retirement planning