Edward Jones - Financial Advisor: Tom Lembeck
Financial Advising
Why pick this one
Edward Jones - Financial Advisor: Tom Lembeck is accepting new clients, holds the AAMS® certification, and focuses on faith-based investing and business owners.
Best for
- Values and faith-based investing
- Charitable giving planning
- Entrepreneurs and business owners
- Accountants
- Physicians and healthcare professionals
- Reviewing an existing financial strategy
- Opening an investment account
- Planning for a major financial event
Specialties
- Values and Faith Based Investing
- Charitable Giving
- Financial advising for Entrepreneurs & Business Owners
- Financial advising for Accountants
- Financial advising for Physicians
- Financial advising for Healthcare Professionals
Certifications
- AAMS®
- Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- AAMS® certification
- Focus on values and faith-based investing
- Focus on entrepreneurs and business owners
- Office located at 820 N Elm St in High Point, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 820 N Elm St, High Point, NC 27262
- Phone
- +13362008057
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- tom.lembeck@edwardjones.com
Services
- Introductory consultations
- Current strategy reviews
- Investment account opening
- Guidance for major financial events