Edward Jones - Financial Advisor: Melanie Marlow, RICP®|AAMS®|ADPA®
Why pick this one
They focus on estate planning and strategies tailored for entrepreneurs and business owners, and are located in Clayton, NC.
Best for
- Entrepreneurs & Business Owners
- Retirement Income Planning
- Estate and Legacy Planning
Look elsewhere if
- seeking overly aggressive investment strategies
- looking for solely online financial services
Specialties
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Business Retirement Plans
Certifications
- RICP®
- AAMS®
- ADPA®
What makes them different
- Focus on Entrepreneurs & Business Owners
- Located in Clayton, NC
- Team includes a Sr. Branch Office Administrator and a Branch Office Administrator
- Serves
- Clayton
Distilled from this business's own website.
Contact & Location
- Address
- 1540 E Front St, Suite 104, Clayton, NC 27527
- Phone
- 9193598444
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- melanie.marlow@edwardjones.com
Services
- Financial Advisory