Edward Jones - Financial Advisor: Wes Hodgin
Why pick this one
Edward Jones - Financial Advisor: Wes Hodgin focuses on wealth strategies, estate and legacy strategies, and business retirement plans for clients with $750,000 plus.
Best for
- Clients with $750,000 or more to invest
- Entrepreneurs and business owners
- Intergenerational planning
- Estate and legacy strategies
- Business retirement plans
Look elsewhere if
- People seeking services specifically for investments below $750,000
Specialties
- Wealth strategies
- Intergenerational planning
- Estate and legacy strategies
- Business retirement plans
- Financial guidance for entrepreneurs and business owners
What makes them different
- Serving clients with $750,000 plus
- Focuses on entrepreneurs and business owners
- Offers estate and legacy strategies
- Offers business retirement plans
- Branch office includes Sr. Branch Office Administrator Deborah Goins
Distilled from this business's own website.
Contact & Location
- Address
- 4670 Yadkinville Rd Ste A, Pfafftown, NC 27040
- Phone
- 3369248930
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- wes.hodgin@edwardjones.com
Services
- Wealth management
- Retirement planning
- Estate and legacy planning
- Intergenerational financial planning
- Business financial planning