Edward Jones - Financial Advisor: Matt Riggs
Why pick this one
Matt Riggs serves clients with $500,000 plus and focuses on retirement, wealth, estate, divorce, and intergenerational planning.
Best for
- Clients with $500,000 or more to invest
- Retirement income strategy planning
- Retirement savings strategy planning
- Estate and legacy planning
- Financial planning during divorce
- Intergenerational planning
Look elsewhere if
- Clients seeking a financial advisor specifically identified as serving portfolios below $500,000
- Clients needing services outside wealth, retirement, estate, divorce, or intergenerational planning
Specialties
- wealth strategies
- retirement income strategies
- retirement savings strategies
- estate and legacy strategies
- divorce finances
- intergenerational planning
Certifications
- FPQP® held by team member Catherine McGee
What makes them different
- Serves clients with $500,000 plus
- Focuses on retirement income and retirement savings strategies
- Addresses divorce finances and intergenerational planning
- Offers introductory consultations and current-strategy reviews
- Team includes an Associate Financial Advisor and a Senior Branch Office Administrator with FPQP®
Distilled from this business's own website.
Contact & Location
- Address
- 851 Old Winston Road, Suite 110, Kernersville, NC 27284
- Phone
- 3369960230
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- matt.riggs@edwardjones.com
Services
- financial advising
- retirement planning
- wealth planning
- estate and legacy planning
- investment account opening
- financial strategy reviews