Edward Jones - Financial Advisor: Sandi McCarter, CEPA®
Why pick this one
They specialize in retirement savings strategies and focus on entrepreneurs and business owners, making them ideal for clients in need of financial planning.
Best for
- entrepreneurs and business owners seeking retirement planning
- corporate executives needing wealth strategies
Look elsewhere if
- clients seeking services under $100,000
- those who need financial advice outside of retirement or wealth strategies
Specialties
- retirement savings strategies
- wealth strategies
- estate & legacy strategies
- business retirement plans
Certifications
- CFP®
- CEPA®
What makes them different
- accepting new clients with a minimum investment of $100,000
- focus on entrepreneurs and business owners
- offers business retirement plans
- Serves
- Gastonia
Distilled from this business's own website.
Contact & Location
- Address
- 2940 Union Rd Ste B, Gastonia, NC 28054
- Phone
- 7048619121
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- sandi.mccarter@edwardjones.com
Services
- financial advising