Edward Jones - Financial Advisor: Mary-Charles Nassif, CFP®|ChFC®
Why pick this one
Edward Jones - Financial Advisor: Mary-Charles Nassif serves clients with $1,000,000-plus and holds CFP®, ChFC®, and CEPA® certifications.
Best for
- Clients with $1,000,000 or more to invest
- Retirement savings and retirement income planning
- Entrepreneurs and business owners
- Business retirement plans
- Not-for-profit organizations
Look elsewhere if
- Individuals planning to invest less than $1,000,000
Specialties
- wealth strategies
- retirement savings strategies
- business retirement plans
- retirement income strategies
- entrepreneurs and business owners
- not-for-profit organizations
Certifications
- CFP®
- ChFC®
- CEPA®
What makes them different
- Accepting new clients
- Serving clients with $1,000,000 plus
- Mary-Charles Nassif holds CFP®, ChFC®, and CEPA® certifications
- Focus areas include entrepreneurs and business owners
- Focus areas include not-for-profit organizations
Distilled from this business's own website.
Contact & Location
- Address
- 3620 Shannon Rd, Ste 100, Durham, NC 27707
- Phone
- 9194191761
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- mary-charles.nassif@edwardjones.com
Services
- financial advising
- wealth planning
- retirement planning
- business retirement planning