Edward Jones - Financial Advisor: Phil Stone, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Phil Stone, AAMS® provides financial consultations and strategy reviews from its Rockingham, NC office.
Best for
- Introductory financial consultations
- Reviewing an existing financial strategy
- Opening an investment account
- Planning for a major financial event
Specialties
- Asset management
Certifications
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Phil Stone holds the AAMS® Accredited Asset Management Specialist™ certification
- Office located at 1502 E Broad Ave Suite B in Rockingham, North Carolina
- Branch office includes Cissy Smith as Sr. Branch Office Administrator
Distilled from this business's own website.
Contact & Location
- Address
- 1502 E Broad Ave, Suite B, Rockingham, NC 28379
- Phone
- 9109972654
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- phil.stone@edwardjones.com
Services
- Introductory financial consultation
- Financial strategy reviews
- Investment account opening
- Major financial event planning