Edward Jones - Financial Advisor: Wes Seifert
Why pick this one
Edward Jones - Financial Advisor: Wes Seifert provides retirement, intergenerational, college, and business-owner planning for clients with $500,000 or more.
Best for
- Retirement savings and income planning
- Intergenerational planning
- Portfolio reviews
- College savings planning
- Entrepreneurs and business owners with $500,000 or more to invest
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- Retirement savings strategies
- Retirement income strategies
- Intergenerational planning
- Portfolio reviews
- College savings
- Entrepreneur and business-owner planning
What makes them different
- Accepting new clients
- Serving clients with $500,000 or more
- Web conferencing available
- Saturday appointments available
- Sr. Branch Office Administrator Glendora Murray-French listed as a team member
Distilled from this business's own website.
Contact & Location
- Address
- 3500 Westgate Dr Ste 301, Durham, NC 27707
- Phone
- 9194938385
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- wesley.seifert@edwardjones.com
Services
- Financial advising
- Retirement planning
- Portfolio reviews
- College savings planning
- Intergenerational planning
- Business-owner financial planning