Edward Jones - Financial Advisor: Philip S Geiger, CFP®|AAMS®
Why pick this one
They specialize in retirement income strategies and are certified as a CFP® and AAMS®.
Best for
- retirement planning
- wealth management
- estate planning
Look elsewhere if
- seeking strictly investment management without comprehensive financial planning
Specialties
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Charitable Giving
Certifications
- CFP®
- AAMS®
What makes them different
- Focus on retirement strategies
- Intergenerational planning available
- Charitable giving expertise
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 8010 Arco Corporate Dr Ste 185, Raleigh, NC 27617
- Phone
- 9195443012
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- philip.geiger@edwardjones.com
Services
- financial advising
- wealth management