Edward Jones - Financial Advisor: Sara Kaldahl
Why pick this one
Sara Kaldahl is a CFP® financial advisor accepting new clients for portfolio reviews, retirement savings strategies, and estate and legacy strategies.
Best for
- Intergenerational financial planning
- Portfolio reviews
- People beginning to invest
- Business retirement plans
- Estate and legacy strategies
- Retirement savings strategies
Look elsewhere if
- People requiring Saturday appointments
- People requiring Sunday appointments
Specialties
- Intergenerational Planning
- Portfolio Reviews
- New Investors
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Savings Strategies
Certifications
- CFP®
- FPQP®
What makes them different
- Sara Kaldahl holds the CFP® certification
- Accepting new clients
- Offers web conferencing
- Focus areas include intergenerational planning and estate and legacy strategies
- The office includes Melissa Baker, a Branch Office Administrator holding the FPQP® certification
Distilled from this business's own website.
Contact & Location
- Address
- 203 Black Mountain Ave, Black Mountain, NC 28711
- Phone
- 8286698370
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- sara.kaldahl@edwardjones.com
Services
- Financial planning
- Portfolio reviews
- Retirement planning
- Estate and legacy planning
- Business retirement planning
- Investment account opening
- Major financial event planning