Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™
Why pick this one
Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™ serves clients with $500,000 plus and focuses on retirement income and estate strategies.
Best for
- retirement income planning
- retirement savings strategies
- estate and legacy strategies
- portfolio reviews
- charitable giving planning
- financial planning during divorce
Look elsewhere if
- investment plans under $500,000
- clients seeking services outside financial advising
Specialties
- retirement income strategies
- estate and legacy strategies
- retirement savings strategies
- charitable giving
- portfolio reviews
- divorce finances
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Retirement Income Certified Professional®
- Chartered Retirement Planning Counselor™
What makes them different
- Accepting new clients
- Serving clients with $500,000 plus
- Offers web conferencing
- Saturday appointments available by appointment
- Focuses on retirement income, estate and legacy, charitable giving, portfolio reviews, and divorce finances
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 4032 Masonboro Loop Rd, Suite 105, Wilmington, NC 28409
- Phone
- 9104526492
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- reid.harris@edwardjones.com
Services
- financial planning
- retirement planning
- estate and legacy planning
- portfolio reviews
- investment account services
- financial guidance for major life events