Edward Jones - Financial Advisor: Matt Aldrich, CFP®|ChFC®
Why pick this one
Edward Jones - Financial Advisor: Matt Aldrich, CFP®|ChFC® focuses on retirement income, wealth, estate, inheritance, and intergenerational planning.
Best for
- Retirement income planning
- Charitable giving strategies
- Wealth strategy development
- Estate and legacy planning
- Intergenerational planning
- Inheritance guidance
Specialties
- Retirement income strategies
- Charitable giving
- Wealth strategies
- Estate and legacy strategies
- Intergenerational planning
- Inheritance guidance
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- FPQP®
What makes them different
- Matt Aldrich holds CFP® and ChFC® certifications
- The office lists retirement income, charitable giving, wealth, estate and legacy, intergenerational, and inheritance planning as focus areas
- The office provides introductory consultations, strategy reviews, account opening, and help with major financial events
- The office includes Sr. Branch Office Administrator Wendy Price, FPQP®
- The Hendersonville office is open Monday through Thursday from 9:00 AM to 5:00 PM and Friday from 9:00 AM to 4:00 PM
Distilled from this business's own website.
Contact & Location
- Address
- 900 Fleming Street, Hendersonville, NC 28791
- Phone
- 8286920237
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- matt.aldrich@edwardjones.com
Services
- Financial advising
- Retirement planning
- Wealth planning
- Estate and legacy planning
- Investment account services