Edward Jones - Financial Advisor: Michelle Price, CFP®
Why pick this one
Edward Jones - Financial Advisor: Michelle Price, CFP® serves clients with $500,000 plus and focuses on retirement, estate, and wealth strategies.
Best for
- Clients investing $500,000 or more
- Entrepreneurs and business owners seeking financial strategies
- Retirement savings and retirement income planning
- Estate and legacy planning
- Women investors seeking financial guidance
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- wealth strategies
- retirement savings strategies
- retirement income strategies
- estate and legacy strategies
- financial planning for entrepreneurs and business owners
- financial planning for women investors
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
What makes them different
- Accepting new clients
- Serving clients with $500,000 plus
- Offers financial planning focus areas for entrepreneurs and business owners
- Offers estate and legacy strategies
- Appointments available Monday through Friday
Distilled from this business's own website.
Contact & Location
- Address
- 3505 Converse Dr, Ste 125, Wilmington, NC 28403
- Phone
- 9103950042
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- michelle.l.price@edwardjones.com
Services
- wealth management
- retirement planning
- estate and legacy planning
- investment account services
- financial strategy reviews