Edward Jones - Financial Advisor: William P Barr, CFP®
Why pick this one
William P Barr is a CFP® in Franklin specializing in retirement income, retirement savings, wealth, and estate and legacy strategies.
Best for
- retirement income planning
- retirement savings strategies
- wealth strategies
- estate and legacy strategies
- reviewing an existing financial strategy
- opening an investment account
Specialties
- retirement income strategies
- retirement savings strategies
- wealth strategies
- estate and legacy strategies
Certifications
- CFP®
- CERTIFIED FINANCIAL PLANNER®
- FPQP®
What makes them different
- William P Barr holds the CFP® certification
- Office located at 411 Georgia Road in Franklin, North Carolina
- Focus areas include retirement income, retirement savings, wealth, and estate and legacy strategies
- Team includes two Senior Branch Office Administrators
Distilled from this business's own website.
Contact & Location
- Address
- 411 Georgia Road, Franklin, NC 28734
- Phone
- 8285242333
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- william.barr@edwardjones.com
Services
- financial planning
- investment account opening
- current strategy reviews
- financial guidance for major financial events