Edward Jones - Financial Advisor: Rob Gevjan, CFP®|AAMS®
Why pick this one
Rob Gevjan is a CFP® in Canton, NC, accepting clients with $250,000 plus and focusing on retirement income, estate, and legacy strategies.
Best for
- Clients planning to invest $250,000 or more
- Retirement income planning
- Entrepreneurs and business owners
- Estate and legacy strategies
- Charitable giving
- Values and faith-based investing
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- retirement income strategies
- charitable giving strategies
- entrepreneur and business owner planning
- estate and legacy strategies
- values and faith-based investing
Certifications
- CFP® (CERTIFIED FINANCIAL PLANNER®)
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- Offers evening availability and web conferencing
- Monday through Friday meetings available by appointment
- Focuses on retirement income, estate and legacy strategies, and values and faith-based investing
Distilled from this business's own website.
Contact & Location
- Address
- 548 Park St, Canton, NC 28716
- Phone
- 8282359027
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- rob.gevjan@edwardjones.com
Services
- financial planning
- retirement planning
- charitable giving planning
- business owner financial planning
- estate and legacy planning
- investment planning