Edward Jones - Financial Advisor: Nicholas A Mason, CFP®|CRPC™|CRPS™
Why pick this one
They provide tailored financial strategies and are accepting new clients with a minimum portfolio of $500,000.
Best for
- high-net-worth individuals seeking comprehensive financial planning
Look elsewhere if
- clients with less than $500,000 to invest
Specialties
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Intergenerational Planning
Certifications
- CFP®
- CRPC™
- CRPS™
What makes them different
- Accepting new clients with a financial portfolio of $500,000 or more
- Offers personalized financial strategies for entrepreneurs and business owners
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 10800 Sikes Pl Ste 140, Charlotte, NC 28277
- Phone
- 8037028984
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- nicholas.mason@edwardjones.com
Services
- Financial Advisory Services