Edward Jones - Financial Advisor: Rob Gevjan
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Rob Gevjan is a CFP® accepting clients with $250,000 or more in Canton, focusing on retirement income and estate strategies.
Best for
- clients planning retirement income
- charitable giving strategies
- entrepreneurs and business owners
- estate and legacy planning
- values-based or faith-based investing
Look elsewhere if
- investors planning to invest less than $250,000
- clients requiring weekend office hours
- clients seeking walk-in appointments
Specialties
- retirement income strategies
- charitable giving
- entrepreneur and business owner planning
- estate and legacy strategies
- values and faith-based investing
Certifications
- CFP®
What makes them different
- Accepting new clients
- Serves clients with $250,000 or more
- Web conferencing available
- Evening availability
- Weekday meetings available by appointment
- Serves
- Canton
Distilled from this business's own website.
Contact & Location
- Address
- 92 Crossroad Hill Rd, Canton, NC 28716
- Phone
- (828) 648-0045
- Website
- http://www.edwardjones.com/rob-gevjan
- rob.gevjan@edwardjones.com
Services
- financial advising
- retirement planning
- investment account opening
- financial strategy reviews
- major financial event planning