Edward Jones - Financial Advisor
Corporate Office
Why pick this one
Edward Jones focuses on retirement income strategies and offers comprehensive services for entrepreneurs in Raleigh.
Best for
- business retirement planning
- financial strategies for entrepreneurs
Look elsewhere if
- looking for basic investment services
- prefer budget-only financial advice
Specialties
- Business Retirement Plans
- College Savings
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
Certifications
- CFP®
What makes them different
- Focus on Entrepreneurs & Business Owners
- Offers Portfolio Reviews
- Provides Retirement Income Strategies
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Phone
- (919) 787-1972
- Website
- https://www.edwardjones.com/jon-lee
- jon.lee@edwardjones.com
Services
- financial advisory services