Edward Jones - Financial Advisor: Roger Cawthorn, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Roger Cawthorn, AAMS® offers retirement strategies, portfolio reviews, and specialized guidance for military professionals and veterans.
Best for
- retirement income planning
- retirement savings strategies
- portfolio reviews
- military professionals and veterans seeking financial guidance
- clients seeking wealth strategies
Specialties
- retirement income strategies
- portfolio reviews
- military professionals and veterans
- wealth strategies
- retirement savings strategies
Certifications
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- Focuses on financial strategies for military professionals and veterans
- Accepting new clients
- Offers web conferencing
- Provides introductory consultations and current-strategy reviews
- Branch office includes Tara Burdette as branch office administrator
Distilled from this business's own website.
Contact & Location
- Address
- 45 Westside Village Rd, Suite C, Hendersonville, NC 28791
- Phone
- 8286960834
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- roger.cawthorn@edwardjones.com
Services
- financial advising
- retirement planning
- portfolio reviews
- wealth planning
- investment account opening
- financial strategy consultations