Edward Jones - Financial Advisor: Missy Carlson, CFP®
Financial Service
Why pick this one
They specialize in Retirement Income Strategies and are accepting new clients with a minimum investment of $750,000.
Best for
- retirement planning
- financial strategies for divorce
- estate planning
Look elsewhere if
- required services for clients with less than $750,000 to invest
Specialties
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Women Investors
- Navigating Loss of Spouse
- Divorce Finances
Certifications
- CFP®
- AAMS®
What makes them different
- Accepting new clients with a minimum investment of $750,000
- Offers specific strategies for women investors
- Focus on navigating financial issues after loss or divorce
- Serves
- Cornelius
Distilled from this business's own website.
Contact & Location
- Address
- 107 Commerce Centre Dr Ste 202, Huntersville, NC 28078
- Phone
- (704) 948-5549
- Website
- https://www.edwardjones.com/missy-carlson
- Missy.Carlson@edwardjones.com
Services
- financial advisory services