Edward Jones - Financial Advisor: Timothy Pollard
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Timothy Pollard combines CFP®, CEPA®, and AAMS® credentials with retirement, estate, and business-owner planning.
Best for
- retirement savings planning
- retirement income strategies
- entrepreneurs and business owners
- estate and legacy planning
- divorce-related financial planning
Specialties
- retirement savings strategies
- retirement income strategies
- entrepreneur and business-owner planning
- estate and legacy strategies
- divorce finances
Certifications
- CFP®
- CEPA®
- AAMS®
What makes them different
- Timothy Pollard holds MBA, CFP®, CEPA®, and AAMS® credentials
- Focus areas include retirement savings and income strategies
- Focuses on entrepreneurs and business owners
- Provides estate and legacy strategies
- Office includes Sr. Branch Office Administrator Leigh Kiser
Distilled from this business's own website.
Contact & Location
- Address
- 47 Plaza Pkwy, Lexington, NC 27292-5366
- Phone
- +13362247099
- Website
- https://www.edwardjones.com/timothy-pollard
- tim.pollard@edwardjones.com
Services
- financial advising
- retirement planning
- investment strategy reviews
- account opening
- major financial event planning