Edward Jones - Financial Advisor: Wiley M Mock
Financial Service
Why pick this one
Wiley M Mock offers wealth strategies, retirement income, estate and legacy planning, and charitable giving in Jefferson, NC.
Best for
- Retirement income strategy planning
- Intergenerational financial planning
- Estate and legacy strategy planning
- Charitable giving planning
- Reviewing an existing financial strategy
- Opening an investment account
- Planning for a major financial event
Specialties
- Wealth strategies
- Intergenerational planning
- Retirement income strategies
- Estate and legacy strategies
- Charitable giving
What makes them different
- Client-by-referral practice
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Investment planning intake includes tiers from less than $250,000 to $1 million or more
- Weekday office hours run Monday through Friday from 9:00 AM to 4:30 PM
- Branch office administrator Joanna Brank is listed as a team member
Distilled from this business's own website.
Contact & Location
- Address
- 247 Mount Jefferson State Park Rd Ste 2, West Jefferson, NC 28694
- Phone
- (336) 246-5521
- Website
- https://www.edwardjones.com/wiley-mock
- wiley.mock@edwardjones.com
Services
- Financial advisory
- Wealth planning
- Retirement planning
- Estate and legacy planning
- Intergenerational planning
- Charitable giving planning
- Investment account opening
- Financial strategy reviews
- Major financial event planning