Edward Jones - Financial Advisor: Valerie Massengill, CFP®
Why pick this one
Edward Jones - Financial Advisor Valerie Massengill specializes in charitable giving and wealth strategies in Rolesville, NC.
Best for
- individuals seeking retirement income strategies
- families interested in intergenerational planning
- investors focused on faith-based investment options
Look elsewhere if
- looking for budget financial advising
- seeking purely transactional investment services
Specialties
- Wealth Strategies
- Charitable Giving
- Values and Faith Based Investing
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
Certifications
- CFP®
What makes them different
- Offers intergenerational planning services
- Specializes in values and faith-based investing
- Provides retirement income strategies
- Serves
- Rolesville, NC
Distilled from this business's own website.
Contact & Location
- Address
- 6166 Rogers Road, Rolesville, NC 27571
- Phone
- 9194532369
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- valerie.massengill@edwardjones.com
Services
- financial advising
- retirement planning
- investment strategies