Edward Jones - Financial Advisor: Sean V Martin, CFP®|AAMS®
Financial Service
Why pick this one
They are accepting new clients and specialize in retirement income strategies, located in Charlotte, NC.
Best for
- clients looking for comprehensive financial advising
- individuals needing assistance with retirement income strategies
- those with significant investments
Look elsewhere if
- clients with less than $750,000 to invest
- individuals seeking basic tax preparation services
Specialties
- College Savings
- Employee Stock Options
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Divorce Finances
Certifications
- CFP®
- CEPA®
- AAMS®
What makes them different
- Accepting new clients
- Serving clients with $750,000
- Multiple team members available for support
- Located at 10715 Sikes Pl Suite 110, Charlotte, NC 28277
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 14825 Ballantyne Village Way Ste 240-9, Charlotte, NC 28277
- Phone
- (704) 544-5055
- Website
- https://www.edwardjones.com/sean-martin
- sean.martin@edwardjones.com
Services
- financial advising