Edward Jones - Financial Advisor: Randy Trimm
Why pick this one
Edward Jones - Financial Advisor: Randy Trimm focuses on retirement strategies, portfolio reviews, divorce finances, entrepreneurs, and military professionals.
Best for
- retirement savings strategy
- retirement income planning
- portfolio reviews
- financial planning after divorce
- entrepreneurs and business owners
- military professionals and veterans
- clients seeking an advisor serving all asset levels
Specialties
- retirement savings strategies
- retirement income strategies
- portfolio reviews
- divorce finances
- entrepreneur and business-owner finances
- military professional and veteran finances
Certifications
- MBA
- FPQP®
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Focus areas include retirement income strategies and divorce finances
- Focus areas include entrepreneurs, business owners, military professionals, and veterans
- Saturday appointments available by appointment
Distilled from this business's own website.
Contact & Location
- Address
- 4870 Long Beach Rd SE Ste 1, Southport, NC 28461
- Phone
- 9104576644
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- randy.trimm@edwardjones.com
Services
- financial advising
- retirement planning
- portfolio reviews
- investment strategy reviews
- account opening
- financial consultations