Edward Jones - Financial Advisor: Megan Tate
Why pick this one
Megan Tate focuses on retirement income strategies, new investors, military professionals and veterans, and entrepreneurs and business owners.
Best for
- military professionals and veterans seeking financial guidance
- entrepreneurs and business owners seeking wealth strategies
- new investors seeking an introductory consultation
- people reviewing an existing financial strategy
- people planning for retirement income
Specialties
- retirement income strategies
- wealth strategies
- financial guidance for military professionals and veterans
- financial guidance for entrepreneurs and business owners
- new investor guidance
What makes them different
- Focuses on military professionals and veterans
- Focuses on entrepreneurs and business owners
- Offers introductory consultations, strategy reviews, account openings, and major financial event support
- Offers web conferencing
- Has Sr. Branch Office Administrator Brandy Simon on the team
Distilled from this business's own website.
Contact & Location
- Address
- 1310A Fort Bragg Road, Fayetteville, NC 28305
- Phone
- 9104853635
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- megan.tate@edwardjones.com
Services
- financial advising
- retirement planning
- wealth planning
- investment account opening
- current strategy reviews
- major financial event planning