Edward Jones - Financial Advisor: Steve Fordham, CFA
Financial Service
Why pick this one
They specialize in employee stock options and estate strategies, making them a good fit for entrepreneurs in Raleigh.
Best for
- financial planning for entrepreneurs
- estate and legacy strategies
Look elsewhere if
- seeking general investment advice without a specific focus
Specialties
- Employee Stock Options
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
Certifications
- CFA®
What makes them different
- Focus on entrepreneurs and business owners
- Located in Raleigh, NC
- Specializes in retirement income strategies
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 211 E Six Forks Rd Ste 115, Raleigh, NC 27609
- Phone
- (919) 831-0801
- Website
- https://www.edwardjones.com/steve-fordham
- steve.fordham@edwardjones.com
Services
- financial advising
- investment management