Edward Jones - Financial Advisor: Nathan H Aldendail, CFP®
Why pick this one
Edward Jones - Financial Advisor: Nathan H Aldendail, CFP® serves clients with $1,000,000 plus and focuses on retirement income and estate strategies.
Best for
- Corporate executives seeking financial planning
- Clients with $1,000,000 plus to invest
- Retirement income planning
- Estate and legacy strategies
- Intergenerational planning
- Charitable giving strategies
Look elsewhere if
- Clients planning to invest less than $1,000,000
- Clients seeking emergency financial services
Specialties
- corporate executive financial planning
- wealth strategies
- retirement income strategies
- charitable giving
- intergenerational planning
- estate and legacy strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Accepting new clients
- Serves clients with $1,000,000 plus
- Focuses on corporate executives
- Offers web conferencing
- Has four senior branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 2706 Pinedale Rd, Greensboro, NC 27408
- Phone
- 3368340920
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- nathan.aldendail@edwardjones.com
Services
- financial advising
- wealth management
- retirement planning
- estate and legacy planning
- charitable giving planning
- financial strategy reviews
- investment account opening