Edward Jones - Financial Advisor: Tamra K Ellis
Why pick this one
Edward Jones - Financial Advisor: Tamra K Ellis focuses on estate and legacy, retirement, wealth, and divorce finances in Durham, NC.
Best for
- retirement savings planning
- retirement income planning
- estate and legacy strategies
- wealth strategies
- financial planning related to divorce
Look elsewhere if
- weekend appointments are required
- emergency financial assistance is needed
Specialties
- estate and legacy strategies
- retirement savings strategies
- retirement income strategies
- wealth strategies
- divorce finances
What makes them different
- Focuses on divorce finances
- Offers both retirement savings and retirement income strategies
- Provides introductory consultations and current-strategy reviews
- Accepts clients planning investments below $250K through $1MM+
- Branch office includes Sr. Branch Office Administrator Lisa Wilmarth
- Serves
- Durham
Distilled from this business's own website.
Contact & Location
- Address
- 1530 N Gregson Street, Suite 3 A, Durham, NC 27701
- Phone
- 9194798064
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- tamra.ellis@edwardjones.com
Services
- financial advisory
- retirement planning
- estate and legacy planning
- wealth planning
- investment account opening
- financial strategy reviews