Edward Jones - Financial Advisor: Troy Puchalski
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Troy Puchalski is CFP® certified, serves clients with $1,000,000 plus, and focuses on retirement and portfolio reviews in Pinehurst.
Best for
- Clients with $1,000,000 or more to invest
- Entrepreneurs and business owners seeking financial guidance
- Retirement savings strategies
- Portfolio reviews
- Hospitality professionals seeking financial guidance
- Healthcare professionals seeking financial guidance
- People navigating the loss of a spouse
Look elsewhere if
- Clients planning to invest less than $1,000,000
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 a spouse
Certifications
- CFP®
What makes them different
- Troy Puchalski holds the CFP® certification
- Accepting new clients
- Serving clients with $1,000,000 plus
- Focus areas include entrepreneurs and business owners, hospitality professionals, and healthcare professionals
- Office offers weekday hours from 8:30 AM to 5:00 PM and Saturday appointments by arrangement
- Serves
- Pinehurst
Distilled from this business's own website.
Contact & Location
- Address
- 7647 NC-211, West End, NC 27376-9060
- Phone
- +19102950307
- Website
- https://www.edwardjones.com/troy-puchalski
- troy.puchalski@edwardjones.com
Services
- Retirement planning
- Portfolio reviews
- Investment account opening
- Financial strategy reviews
- Financial planning for major financial events