Edward Jones - Financial Advisor: Stephen Hedrick, CPWA®|CEPA®|ABFP®|AAMS®
Why pick this one
They specialize in wealth strategies and are certified with multiple financial planning credentials.
Best for
- individuals with $500,000 or more to invest
- corporate executives seeking tailored financial strategies
Look elsewhere if
- clients looking for basic financial advice under $500,000
- those needing immediate financial emergency services
Specialties
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Employee Stock Options
- College Savings
Certifications
- CFP®
- ChFC®
- CPWA®
- ABFP®
- AAMS®
What makes them different
- Accepting new clients
- Serves clients with $500,000 or more
- Offers a range of financial strategies for corporate executives
- Serves
- Apex
Distilled from this business's own website.
Contact & Location
- Address
- 3675 Green Level West Rd Ste 201, Apex, NC 27523
- Phone
- 9842135866
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- stephen.hedrick2@edwardjones.com
Services
- financial advising
- investment management
- retirement planning