Edward Jones - Financial Advisor: Sherlon P Belk, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Sherlon P Belk, AAMS® focuses on retirement, estate, business retirement, and new investor strategies.
Best for
- Retirement income planning
- Retirement savings planning
- Estate and legacy strategies
- Business retirement plans
- People new to investing
Specialties
- Retirement income strategies
- Retirement savings strategies
- Estate and legacy strategies
- Business retirement plans
- New investor guidance
Certifications
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Focuses on retirement income and retirement savings strategies
- Offers estate and legacy strategies
- Provides business retirement plan guidance
- Works with new investors
- Team includes two Sr. Branch Office Administrators
Distilled from this business's own website.
Contact & Location
- Address
- 4061 Capital Drive, Rocky Mount, NC 27804
- Phone
- 2529376997
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- sherlon.belk@edwardjones.com
Services
- Financial planning
- Retirement planning
- Investment account services
- Estate and legacy planning
- Business retirement planning