Edward Jones - Financial Advisor: Teo Whitlock
Why pick this one
Teo Whitlock provides retirement, estate and legacy, intergenerational, and business retirement planning from a Brevard, North Carolina office.
Best for
- Retirement savings planning
- Retirement income strategies
- Estate and legacy strategies
- Intergenerational planning
- Entrepreneurs and business owners seeking business retirement plans
- People seeking an introductory consultation or current strategy review
Specialties
- Retirement savings strategies
- Estate and legacy strategies
- Retirement income strategies
- Intergenerational planning
- Business retirement plans
- Financial planning for entrepreneurs and business owners
Certifications
- FPQP®
What makes them different
- Focuses on retirement savings, retirement income, estate and legacy, and intergenerational planning
- Serves entrepreneurs and business owners with business retirement plan guidance
- Offers introductory consultations, current strategy reviews, account opening, and help with major financial events
- Provides in-person service at 191 West Main Street Suite A in Brevard, North Carolina
- Lists Erin Holden as a Senior Branch Office Administrator with FPQP®
Distilled from this business's own website.
Contact & Location
- Address
- 191 West Main Street, Suite A, Brevard, NC 28712
- Phone
- 8288848885
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- teo.whitlock@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate planning strategies
- Intergenerational financial planning
- Business retirement planning
- Investment account opening
- Financial strategy reviews