Edward Jones - Financial Advisor: Stephen M Herbert, ChFC®|AAMS®
Why pick this one
Stephen M Herbert holds ChFC® and AAMS® certifications and focuses on retirement income, estate strategies, divorce finances, and business owners.
Best for
- retirement income strategy planning
- estate and legacy strategy planning
- intergenerational financial planning
- financial planning related to divorce
- special needs financial considerations
- entrepreneurs and business owners seeking financial guidance
Specialties
- retirement income strategies
- estate and legacy strategies
- intergenerational planning
- divorce finances
- special needs financial considerations
- entrepreneurs and business owners
Certifications
- Chartered Financial Consultant (ChFC®)
- Accredited Asset Management Specialist (AAMS®)
What makes them different
- Focus areas include retirement income, estate and legacy, intergenerational planning, divorce finances, special needs considerations, and entrepreneurs and business owners
- Advisor holds ChFC® and AAMS® certifications
- Office has five listed branch office administrators
- Offers introductory consultations, current-strategy reviews, account openings, and help with major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 267 Mcdowell St, Asheville, NC 28803
- Phone
- 8289290447
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- stephen.herbert@edwardjones.com
Services
- financial advising
- retirement planning
- estate planning strategies
- investment account services
- financial strategy reviews
- major financial event planning