Edward Jones - Financial Advisor: Troy Puchalski, CFP®|CEPA®
Why pick this one
Troy Puchalski is a CFP® serving clients with $1,000,000 plus and focusing on retirement strategies, portfolio reviews, and business owners.
Best for
- Clients investing $1,000,000 or more
- Entrepreneurs and business owners seeking financial advice
- Retirement savings strategies
- Portfolio reviews
- Hospitality professionals seeking financial advice
- Healthcare professionals seeking financial advice
- People navigating the loss of a spouse
Look elsewhere if
- Clients planning to invest less than $1,000,000
- People seeking emergency financial services
Specialties
- retirement savings strategies
- portfolio reviews
- financial planning for entrepreneurs and business owners
- financial planning for hospitality professionals
- financial planning for healthcare professionals
- financial planning after loss of spouse
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Accepting new clients
- Serving clients with $1,000,000 plus
- Focus areas include entrepreneurs and business owners
- Focus areas include retirement savings strategies and portfolio reviews
- Team includes four branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 293 Olmsted Blvd, Ste 6, Pinehurst, NC 28374
- Phone
- 9102950307
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- troy.puchalski@edwardjones.com
Services
- financial advising
- retirement planning
- portfolio reviews
- investment account opening
- introductory consultations
- support with major financial events