Edward Jones - Financial Advisor: Rick Croffut, ChFC®|AAMS®|CKA®
Consultant
Has Website
Verified Hours
Why pick this one
They offer specialized financial advising services in Monroe, NC, and maintain a perfect 5.0 rating from clients.
Best for
- Individuals seeking comprehensive financial planning
- Clients needing assistance with investment options
Look elsewhere if
- Looking for budget-focused services
- Expecting 24/7 availability or emergency financial advice
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
- Located in Monroe, NC
What reviewers say
- {'theme': 'helpfulness in understanding investment options', 'sentiment': 'positive', 'quote': 'Always very helpful understanding all our investment options.'}
- Serves
- Monroe
Distilled from public reviews, this business's website, and editorial sources.
Contact & Location
- Address
- 107 E Jefferson St C, Monroe, NC 28112, USA, Monroe, NC 28112
- Phone
- (704) 226-1822
- Website
- https://www.edwardjones.com/us-en/financial-adv...