Edward Jones - Financial Advisor: Tammy S Malone, AAMS®
Why pick this one
Tammy S Malone holds CFP® and AAMS® certifications and focuses on retirement income, estate strategies, portfolios, and military professionals.
Best for
- Retirement income strategies
- Business retirement plans
- Estate and legacy strategies
- Portfolio reviews
- Financial planning for military professionals and veterans
- People seeking an introductory consultation or help with a major financial event
Look elsewhere if
- People needing weekend appointments, since the office is closed Saturday and Sunday
- People seeking services outside financial advising, retirement planning, wealth strategies, or related planning areas
Specialties
- Wealth strategies
- Business retirement plans
- Estate and legacy strategies
- Portfolio reviews
- Retirement income strategies
- Financial planning for military professionals and veterans
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Tammy S Malone holds CFP® and AAMS® certifications
- Focus areas include military professionals and veterans
- Offers introductory consultations, strategy reviews, account openings, and support with major financial events
- The office includes two Senior Branch Office Administrators
- Weekday office hours are listed at 600 Plaza Blvd Suite D in Kinston, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 600 Plaza Blvd, Suite D, Kinston, NC 28501
- Phone
- 2526595638
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- tammy.malone@edwardjones.com
Services
- Financial advising
- Retirement planning
- Investment portfolio reviews
- Estate and legacy planning
- Business retirement planning
- Wealth management