Edward Jones - Financial Advisor: Mary Rocca, AAMS®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Mary Rocca, AAMS® focuses on retirement, estate, women investor, and military professional strategies in Southern Pines.
Best for
- Retirement savings planning
- Retirement income strategies
- Estate and legacy planning
- Women investors seeking a listed focus area
- Military professionals and veterans seeking a listed focus area
Specialties
- Wealth strategies
- Women investors
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
- Financial planning for military professionals and veterans
Certifications
- AAMS® Accredited Asset Management Specialist™
What makes them different
- Focus areas include women investors and military professionals and veterans
- Retirement savings and retirement income strategies are listed focus areas
- Estate and legacy strategies are listed as a focus area
- Web conferencing is available
- Weekday office hours are Monday through Friday, 9:00 AM to 4:30 PM
Distilled from this business's own website.
Contact & Location
- Address
- 211-F Central Park Avenue, Pinehurst, NC 28374
- Phone
- (910) 235-9098
- Website
- https://www.edwardjones.com/mary-rocca
- mary.rocca@edwardjones.com
Services
- Introductory consultations
- Current strategy reviews
- Account opening
- Support with major financial events
- Web conferencing