Edward Jones - Financial Advisor: Stephanie M Winterrowd
Why pick this one
Edward Jones - Financial Advisor: Stephanie M Winterrowd serves clients of all asset levels and focuses on retirement savings, new investors, and college savings.
Best for
- retirement savings strategies
- people beginning to invest
- college savings planning
- entrepreneurs and business owners
- charitable giving strategies
- business retirement plans
- clients seeking help with a major financial event
Look elsewhere if
- Clients requiring Saturday or Sunday appointments
Specialties
- retirement savings strategies
- new investor guidance
- college savings
- entrepreneur and business owner planning
- charitable giving
- business retirement plans
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Focus areas include retirement savings strategies, new investors, college savings, entrepreneurs and business owners, charitable giving, and business retirement plans
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Provides weekday office hours at 162 East Main Street in Saluda, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 162 E Main St, Saluda, NC 28773
- Phone
- 8287699001
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- stephanie.winterrowd@edwardjones.com
Services
- financial advisory consultations
- retirement planning
- college savings planning
- business retirement planning
- charitable giving planning
- investment account opening