Edward Jones - Financial Advisor: Thomas A Perkins Jr

Why pick this one

Edward Jones - Financial Advisor: Thomas A Perkins Jr offers retirement, estate, wealth, portfolio, and new-investor guidance in Spruce Pine.

Best for

  • Retirement income strategies
  • Estate and legacy strategies
  • Business retirement plans
  • Wealth strategies
  • Portfolio reviews
  • New investors

Specialties

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Portfolio Reviews
  • New Investors

What makes them different

  • Office located at 13924 S 226 Hwy in Spruce Pine, North Carolina
  • Offers introductory consultations, current-strategy reviews, account openings, and help with major financial events
  • Weekday office hours run Monday through Thursday from 8:00 AM to 4:30 PM
  • Friday office hours run from 8:00 AM to 1:00 PM
  • Client inquiry form includes investment ranges from less than $250K to $1MM+

Distilled from this business's own website.

Contact & Location

Address
13924 S 226 Hwy, Spruce Pine, NC 28777
Phone
8283854669
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
thomas.perkins@edwardjones.com

Services

  • Financial advising
  • Retirement planning
  • Estate and legacy planning
  • Business retirement planning
  • Wealth strategies
  • Portfolio reviews
  • New investor guidance

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