Edward Jones - Financial Advisor: Rick Croffut, AAMS®
Financial Service
Why pick this one
Rick Croffut, a certified financial advisor, specializes in retirement savings strategies and is located in Monroe, NC.
Best for
- individuals seeking wealth and retirement planning advice
- clients needing estate and legacy strategies
Look elsewhere if
- seeking financial services outside of Monroe
- looking for services not focused on wealth or retirement
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
- Divorce Finances
- Intergenerational Planning
Certifications
- ChFC®
- CEPA®
- AAMS®
- CKA®
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Offers services in both English and French
- Located in Monroe, NC
- Serves
- Monroe
Distilled from this business's own website.
Contact & Location
- Address
- 508 S Sutherland Ave, Monroe, NC 28112
- Phone
- (704) 226-1822
- Website
- https://www.edwardjones.com/rick-croffut
- rick.croffut@edwardjones.com
Services
- financial advising
- investment management
- retirement planning