Edward Jones - Financial Advisor: Matt Shade, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Matt Shade offers introductory consultations and strategy reviews at a Greensboro office and holds the AAMS® certification.
Best for
- people seeking an introductory financial consultation
- existing clients reviewing a current financial strategy
- people opening an investment account
- people needing help with a major financial event
Specialties
- financial strategy reviews
- investment account opening
- major financial event support
Certifications
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- AAMS® certification
- Office located at 3300 Battleground Ave Ste 300 in Greensboro, North Carolina
- Consultation intake includes investment levels from less than $250K to $1MM+
- Offers support for major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 3300 Battleground Ave, Ste 300, Greensboro, NC 27410
- Phone
- 3362825929
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- matt.shade@edwardjones.com
Services
- financial advising
- introductory consultations
- investment strategy reviews
- investment account opening