Edward Jones - Financial Advisor: Rachel M Baldwin, CEPA®|CRPC™
Why pick this one
Rachel M Baldwin offers retirement, estate, inheritance, portfolio review, and charitable giving guidance and holds the CRPC™ certification.
Best for
- Clients planning to invest $500,000 or more
- Retirement savings strategies
- Estate and legacy strategies
- Inheritance guidance
- New investors seeking financial guidance
- Portfolio reviews
- Charitable giving strategies
- Clients seeking Saturday appointments or web conferencing
Look elsewhere if
- Clients planning to invest less than $500,000
- Clients seeking emergency financial services
Specialties
- retirement savings strategies
- estate and legacy strategies
- inheritance guidance
- new investor guidance
- portfolio reviews
- charitable giving
Certifications
- Chartered Retirement Planning Counselor™ (CRPC™)
- Financial Paraplanner Qualified Professional® (FPQP®)
What makes them different
- Accepting new clients
- Serving clients with $500,000 plus
- Web conferencing available
- Saturday appointments available by appointment
- Office team includes Sr. Branch Office Administrator Marie Bryan, FPQP®
Distilled from this business's own website.
Contact & Location
- Address
- 961 Burlington Ave, Suite C, Gibsonville, NC 27249
- Phone
- 3364461356
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- rachel.baldwin@edwardjones.com
Services
- financial advising
- retirement planning
- estate and legacy planning
- portfolio reviews
- investment account opening