Edward Jones-Financial Advisor: Neil Allerton
Financial Service
Why pick this one
Neil A Allerton is a CFP®, CEPA®, AAMS®, and CRPC™ financial advisor serving clients with $100,000 plus in Winston-Salem.
Best for
- Retirement savings strategies
- Entrepreneurs and business owners
- Healthcare professionals
- Real estate and construction professionals
- Estate and legacy strategies
- Charitable giving
Look elsewhere if
- Clients seeking an advisor explicitly serving investments below $100,000
Specialties
- Retirement savings strategies
- Entrepreneur and business owner planning
- Healthcare professional financial planning
- Real estate and construction financial planning
- Estate and legacy strategies
- Charitable giving
Certifications
- CFP®
- CEPA®
- AAMS®
- CRPC™
What makes them different
- Neil A Allerton holds CFP®, CEPA®, AAMS®, and CRPC™ certifications
- Serves clients with $100,000 plus
- Accepting new clients
- Focuses on entrepreneurs and business owners, healthcare professionals, and real estate and construction
- Offers web conferencing and weekday office hours
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 5033 Country Club Rd, Winston-Salem, NC 27104-4513
- Phone
- +13367273703
- Website
- https://www.edwardjones.com/neil-allerton
- neil.allerton@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Charitable giving planning
- Business owner financial planning