Edward Jones - Financial Advisor: Todd D Holder
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Todd D Holder focuses on retirement income, estate and legacy strategies, values-based investing, charitable giving, and intergenerational planning.
Best for
- Retirement income strategy planning
- Estate and legacy strategy planning
- Values and faith-based investing
- Charitable giving planning
- Business retirement plans
- Intergenerational planning
Specialties
- Retirement income strategies
- Estate and legacy strategies
- Values and faith-based investing
- Charitable giving
- Business retirement plans
- Intergenerational planning
What makes them different
- Focus areas include retirement income, estate and legacy strategies, values and faith-based investing, charitable giving, business retirement plans, and intergenerational planning
- Office located at 149 Main Street in Highlands, North Carolina
- Saturday appointments are available by appointment
- Web conferencing is listed among the office's additional service options
- Team member Patti Huro is a Sr. Branch Office Administrator with FPQP® designation
Distilled from this business's own website.
Contact & Location
- Address
- 101 Chadwick Square Ct Ste C, Hendersonville, NC 28739
- Phone
- (828) 696-1754
- Website
- https://www.edwardjones.com/todd-holder
- todd.holder@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Investment planning
- Charitable giving planning
- Business retirement planning
- Intergenerational planning