Edward Jones - Financial Advisor: Robert A Roth, AAMS®
Why pick this one
Robert A Roth provides financial advising in Asheville with an AAMS® certification and focus areas including estate strategies, wealth strategies, and business owners.
Best for
- Estate and legacy strategy planning
- Wealth strategy discussions
- Entrepreneurs and business owners seeking financial advice
- Clients seeking an introductory consultation or current strategy review
- Clients needing Saturday appointment availability
Specialties
- Estate and legacy strategies
- Wealth strategies
- Entrepreneur and business owner financial strategies
Certifications
- Accredited Asset Management Specialist (AAMS®)
- Financial Paraplanner Qualified Professional (FPQP®) office team certification
What makes them different
- Robert A Roth holds the Accredited Asset Management Specialist (AAMS®) certification
- Focus areas include estate and legacy strategies, wealth strategies, and entrepreneurs and business owners
- The office includes a Senior Branch Office Administrator and a Branch Office Administrator
- Saturday appointments are available by appointment only
- The office is located at 2 Walden Ridge Dr Suite 10 in Asheville, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 2 Walden Ridge Dr, Suite 10, Asheville, NC 28803
- Phone
- 8286847974
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- robert.roth@edwardjones.com
Services
- Financial advising
- Investment account opening
- Current strategy reviews
- Financial guidance for major financial events