Edward Jones Financial Advisor Wes Osbourn
Financial Advising
Why pick this one
They provide financial advising services including retirement and estate strategies and are accepting new clients.
Best for
- clients seeking retirement strategies
- individuals looking for estate planning advice
Look elsewhere if
- clients with very high net worth seeking ultra-high net worth services
- those looking for aggressive investment trading
Specialties
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Charitable Giving
Certifications
- CFP®
- FPQP®
What makes them different
- Accepting new clients
- Serves clients of all asset levels
- Offers services including wealth strategies
- Team includes multiple branch office administrators
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 10715 Sikes Pl, Charlotte, NC 28277-8173
- Phone
- +17048218377
- Website
- http://www.edwardjones.com/wes-osbourn
- wes.osbourn@edwardjones.com
Services
- financial advising