Edward Jones - Financial Advisor: Todd D Holder
Why pick this one
Edward Jones - Financial Advisor: Todd D Holder focuses on retirement income, estate strategies, faith-based investing, and intergenerational planning.
Best for
- Retirement income planning
- Estate and legacy strategies
- 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
Certifications
- FPQP®
What makes them different
- Focuses on values and faith-based investing
- Offers intergenerational planning
- Offers business retirement plans
- Provides introductory consultations and current-strategy reviews
- Saturday appointments are available by appointment
Distilled from this business's own website.
Contact & Location
- Address
- 149 Main Street, Highlands, NC 28741
- Phone
- 8287872090
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- todd.holder@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate planning strategies
- Investment planning
- Business retirement planning
- Charitable giving strategies
- Investment account opening and review