Edward Jones - Financial Advisor: Mary I Woodard, CFP
Financial Advising
Why pick this one
Mary I Woodard is a CFP® specialized in retirement income strategies and wealth planning for entrepreneurs in Raleigh.
Best for
- individuals seeking financial advising for retirement planning
- entrepreneurs looking for wealth strategies
Look elsewhere if
- clients needing services outside of Raleigh
- those looking for non-financial advisory services
Specialties
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Charitable Giving
- Entrepreneurs & Business Owners
Certifications
- CFP®
What makes them different
- Focuses on intergenerational planning
- Offers specialized wealth strategies for entrepreneurs
- Provides retirement income strategies
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 10320 Durant Rd, Raleigh, NC 27614-6466
- Phone
- +19198410892
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- Mary.Woodard@edwardjones.com
Services
- financial advising