Edward Jones - Financial Advisor: Steve Reese, AAMS®
Why pick this one
Edward Jones - Financial Advisor: Steve Reese, AAMS® provides retirement, estate, and wealth strategies from a Hickory, North Carolina office.
Best for
- Business owners seeking retirement plan strategies
- Individuals planning retirement savings or retirement income
- Families addressing estate, legacy, or intergenerational planning
- Clients seeking wealth strategies
Look elsewhere if
- Appointments are needed on Saturdays or Sundays
Specialties
- Business retirement plans
- Estate and legacy strategies
- Retirement savings strategies
- Retirement income strategies
- Wealth strategies
- Intergenerational planning
Certifications
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- AAMS® certification
- Focus areas include business retirement plans, estate and legacy strategies, retirement income strategies, wealth strategies, and intergenerational planning
- Hickory office at 1379 North Center Street
- Office hours are Monday through Friday, 8:00 AM to 5:00 PM
- Branch team includes two Senior Branch Office Administrators
Distilled from this business's own website.
Contact & Location
- Address
- 1379 North Center Street, Hickory, NC 28601
- Phone
- 8283229518
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- steven.reese@edwardjones.com
Services
- Retirement planning
- Estate planning
- Wealth management
- Business retirement planning
- Intergenerational financial planning