Edward Jones - Financial Advisor: Wesley E Seifert
Financial Service
Why pick this one
Wes Seifert provides retirement, portfolio review, college savings, and intergenerational planning for clients investing $500,000 or more.
Best for
- retirement savings and income planning
- portfolio reviews
- intergenerational planning
- college savings planning
- entrepreneurs and business owners seeking financial advice
- clients investing $500,000 or more
Look elsewhere if
- investing less than $500,000
- seeking services outside the listed financial planning focus areas
Specialties
- retirement savings strategies
- retirement income strategies
- intergenerational planning
- portfolio reviews
- college savings
- financial planning for entrepreneurs and business owners
What makes them different
- Accepting new clients
- Serving clients with $500,000 plus
- Offers web conferencing
- Focuses on retirement, intergenerational, college savings, portfolio review, and entrepreneur planning
- Branch office includes Sr. Branch Office Administrator Glendora Murray-French
- Serves
- Durham
Distilled from this business's own website.
Contact & Location
- Address
- 5611 NC Highway 55 Ste 104, Durham, NC 27713
- Phone
- (919) 361-0360
- Website
- https://www.edwardjones.com/wesley-seifert
- wesley.seifert@edwardjones.com
Services
- financial advising
- retirement planning
- portfolio reviews
- college savings planning
- intergenerational planning