Edward Jones - Financial Advisor: Shelia C Christofalos
Why pick this one
Edward Jones - Financial Advisor: Shelia C Christofalos holds the ChFC® designation and focuses on retirement, college savings, charitable giving, and estate strategies.
Best for
- Retirement savings strategies
- Retirement income strategies
- College savings planning
- Charitable giving planning
- Estate and legacy strategies
- Clients planning to invest $250,000 or more
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- retirement savings strategies
- retirement income strategies
- college savings
- charitable giving
- estate and legacy strategies
Certifications
- ChFC® (Chartered Financial Consultant®)
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- Advisor holds an MBA
- Advisor holds the ChFC® designation
- Web conferencing available
Distilled from this business's own website.
Contact & Location
- Address
- 8 Town Square Blvd Ste. 190, Asheville, NC 28803
- Phone
- 8286840206
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- shelia.christofalos@edwardjones.com
Services
- retirement planning
- college savings planning
- charitable giving planning
- estate and legacy planning