Edward Jones - Financial Advisor: Raja Reslan
Why pick this one
Edward Jones - Financial Advisor Raja Reslan specializes in retirement savings strategies and offers personalized financial consultations.
Best for
- individuals planning for retirement
- families saving for college
- clients needing estate planning
Look elsewhere if
- seeking high-risk investment strategies
- only needing basic tax preparation services
Specialties
- Retirement Savings Strategies
- Portfolio Reviews
- College Savings
- Estate & Legacy Strategies
- Intergenerational Planning
Certifications
- CFP®
- CFA®
What makes them different
- Offers personalized financial consultations
- Provides strategies for intergenerational planning
- Focus on estate and legacy strategies
- Serves
- Concord
Distilled from this business's own website.
Contact & Location
- Address
- 10070 Edison Sq Dr NW Ste 103, Concord, NC 28027
- Phone
- 7049485497
- Website
- https://www.edwardjones.com/raja-reslan
- raja.reslan@edwardjones.com
Services
- financial advisory services