Edward Jones - Financial Advisor: Richard D Mills, AAMS®
Financial Service
Why pick this one
They focus on retirement savings strategies and estate planning and are certified as Accredited Asset Management Specialists.
Best for
- business owners seeking retirement plans
- individuals looking for estate planning services
Look elsewhere if
- individuals with less than $250K to invest
- clients seeking rapid-fire investment advice without comprehensive planning
Specialties
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- College Savings
Certifications
- AAMS®
- CRPC™
What makes them different
- Focus on entrepreneurs and business owners
- Offers estate and legacy strategies
- Availability for appointments on weekends by request
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4600 Marriott Dr Ste 320, Raleigh, NC 27612
- Phone
- (919) 784-9048
- Website
- https://www.edwardjones.com/richard-mills
- richard.mills@edwardjones.com
Services
- Financial Advisor services
- Investment strategies