Edward Jones - Financial Advisor: Nathan Walters
Financial Service
Why pick this one
They provide specialized financial advising for entrepreneurs and business owners and accept clients starting at $250,000 investment.
Best for
- Business owners seeking financial planning
- Clients with $250,000 or more to invest
Look elsewhere if
- Individuals looking for services under $250,000
- Those seeking quick consultations without prior investment
Specialties
- Retirement Savings Strategies
- College Savings
- Intergenerational Planning
- Business Retirement Plans
Certifications
- CFP®
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Accepting new clients with a minimum of $250,000 investment
- Focused on Entrepreneurs & Business Owners
- Web conferencing available for consultations
- Serves
- Washington, DC
Distilled from this business's own website.
Contact & Location
- Address
- 2425 Kildaire Farm Rd Ste 100, Cary, NC 27518
- Phone
- (919) 342-5924
- Website
- https://www.edwardjones.com/jsamsgap
- don.morton@edwardjones.com
Services
- Financial Advising