Edward Jones - Financial Advisor: Rocky Speight, AAMS®|FPQP®
Why pick this one
Edward Jones - Financial Advisor: Rocky Speight, AAMS® provides retirement, wealth, estate, legacy, and inheritance guidance for clients with $250,000 or more.
Best for
- retirement income planning
- retirement savings strategies
- wealth strategies for clients with $250,000 or more
- estate and legacy planning
- inheritance guidance
- portfolio reviews
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- retirement income strategies
- retirement savings strategies
- wealth strategies
- estate and legacy strategies
- inheritance guidance
- portfolio reviews
Certifications
- Accredited Asset Management Specialist (AAMS®)
What makes them different
- Serves clients with $250,000 plus
- Offers retirement income and retirement savings strategies
- Provides estate and legacy strategies and inheritance guidance
- Offers portfolio reviews
- Weekday office visits are available by appointment
Distilled from this business's own website.
Contact & Location
- Address
- 105 Kandemor Lane, Rocky Mount, NC 27804
- Phone
- 2525946757
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- rocky.speight@edwardjones.com
Services
- financial advising
- retirement planning
- wealth management
- estate and legacy planning
- portfolio reviews