Edward Jones - Financial Advisor: Steven Echenique, CFP®|CFA®|AAMS®
Why pick this one
They provide tailored financial advisory services, focusing on clients with at least $500,000 to invest.
Best for
- clients seeking comprehensive retirement and investment strategies
- individuals needing guidance on inheritance and college savings
Look elsewhere if
- clients looking for services with lower investment thresholds
- those requiring basic financial planning without substantial assets
Specialties
- Retirement Savings Strategies
- Inheritance Guidance
- Portfolio Reviews
- College Savings
- Support for New Investors
Certifications
- CFP®
- CFA®
- AAMS®
What makes them different
- Accepting new clients with a minimum investment of $500,000
- Offers personalized financial planning and investment strategies
- Team of branch office administrators to assist clients
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 10715 Sikes Pl, Suite 110, Charlotte, NC 28277
- Phone
- 7042099125
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- steven.echenique@edwardjones.com
Services
- Financial Advisory
- Investment Management