Edward Jones - Financial Advisor: Mike Schmidt, CFP®
Why pick this one
They offer comprehensive financial strategies, including retirement income planning and are located in Charlotte, NC.
Best for
- clients seeking retirement planning
- individuals needing asset management
Look elsewhere if
- clients with less than $250,000 to invest
- those seeking extremely low-cost financial services
Specialties
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Divorce Finances
- Portfolio Reviews
- Estate & Legacy Strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Focus on clients with a minimum investment of $250,000
- Offers a wide range of financial services from retirement strategies to estate planning
- Located in Charlotte, NC
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 1441 Heather Ln Ste B, Charlotte, NC 28209
- Phone
- 7045655161
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- mike.schmidt@edwardjones.com
Services
- financial advising
- investment strategies
- retirement planning