Edward Jones - Financial Advisor: Megan D Reeves, AAMS®
Why pick this one
Megan D Reeves provides AAMS®-certified financial advice in Wallace, with focus areas including retirement income, business retirement plans, and estate strategies.
Best for
- Retirement income planning
- Business retirement plan guidance
- Retirement savings strategies
- Wealth strategy development
- Estate and legacy strategy planning
- Portfolio reviews
Specialties
- Retirement income strategies
- Business retirement plans
- Retirement savings strategies
- Wealth strategies
- Estate and legacy strategies
- Portfolio reviews
Certifications
- AAMS® Accredited Asset Management Specialist™
What makes them different
- Focuses on retirement income, business retirement plans, estate and legacy strategies, and portfolio reviews
- Offers introductory consultations and current-strategy reviews
- Provides in-person office access at 328 East Southerland St in Wallace, North Carolina
- Includes Sr. Branch Office Administrator Kimberly Pridgen on the team
- Weekday office hours run Monday through Thursday from 8:30 AM to 5:00 PM and Friday from 8:30 AM to 4:00 PM
Distilled from this business's own website.
Contact & Location
- Address
- 328 East Southerland St, Wallace, NC 28466
- Phone
- 9102856412
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- megan.reeves@edwardjones.com
Services
- Financial advisory
- Retirement planning
- Wealth management
- Estate and legacy planning
- Portfolio review
- Investment account opening