Edward Jones - Financial Advisor: Sarah White
Why pick this one
Sarah White, an Edward Jones financial advisor in Newton, focuses on business retirement plans, charitable giving, entrepreneurs, and retirement savings strategies.
Best for
- business owners seeking retirement planning
- people developing retirement savings strategies
- clients planning charitable giving
- clients needing help with a major financial event
- people seeking an introductory financial consultation in Newton
Specialties
- business retirement plans
- charitable giving
- entrepreneur and business owner planning
- retirement savings strategies
What makes them different
- Focuses on business retirement plans, charitable giving, entrepreneurs and business owners, and retirement savings strategies
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Provides an investment-planning intake for amounts from less than $250K through $1MM+
- Located at 16 S College Ave in Newton, North Carolina
- Works with Sr. Branch Office Administrator Lori Burcham
Distilled from this business's own website.
Contact & Location
- Address
- 16 S College Ave, Newton, NC 28658
- Phone
- 8284641688
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- sarah.white2@edwardjones.com
Services
- financial advising
- retirement planning
- business retirement planning
- charitable giving planning