Edward Jones - Financial Advisor: Michael Penn

Why pick this one

They provide specialized financial advising in retirement and estate planning and are conveniently located in Rock Hill, SC.

Best for

  • individuals seeking retirement strategies
  • families planning for college savings
  • clients needing estate planning

Look elsewhere if

  • looking for aggressively low fees
  • requiring financial services outside of Rock Hill

Specialties

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings

What makes them different

  • Located in Rock Hill, SC
  • Offers complimentary consultation
  • Focuses on retirement and estate planning
  • Has a dedicated branch office administrator
Serves
Rock Hill

Distilled from this business's own website.

Contact & Location

Address
998 Riverwalk Pkwy, Suite 206, Rock Hill, SC 29730
Phone
8033288438
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
michael.penn@edwardjones.com

Services

  • financial advising

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