Edward Jones - Financial Advisor: Michael Roman
Why pick this one
Michael Roman of Edward Jones specializes in estate strategies and serves clients at all asset levels in Gastonia, NC.
Best for
- individuals seeking personalized financial advice
- business owners looking for retirement plans
- clients with special needs financial considerations
Look elsewhere if
- clients not looking for in-person consultations
- those needing exclusively online financial services
Specialties
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Portfolio Reviews
- Special Needs Financial Considerations
- Government Employees
Certifications
- Licensed in NC
What makes them different
- Accepting new clients
- Serves clients of all asset levels
- Offers personalized consultations
- Available for portfolio reviews
- Has a dedicated Sr. Branch Office Administrator
- Serves
- Gastonia
Distilled from this business's own website.
Contact & Location
- Address
- 360 W Main Ave, Gastonia, NC 28052
- Phone
- 7046712073
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- michael.roman@edwardjones.com
Services
- Financial advising
- Investment management