Edward Jones - Financial Advisor: Zach Wagner, CFP®|CFA®|AAMS®
Why pick this one
Zach Wagner, a CFP® and CFA®, focuses on personalized wealth strategies and serves clients with $1,000,000 or more in assets.
Best for
- clients with significant assets looking for personalized financial strategies
Look elsewhere if
- clients with limited assets under $1,000,000
- those looking for high-frequency trading services
Specialties
- retirement savings strategies
- charitable giving
- estate and legacy strategies
- intergenerational planning
- wealth strategies
Certifications
- CFP®
- CFA®
What makes them different
- serves clients with $1,000,000 or more
- offers personalized financial strategies
- provides planning tools like 'Starting Point' and 'My Priorities' quiz
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 7818 Fairview Road, Charlotte, NC 28226
- Phone
- 7043641471
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- zach.wagner@edwardjones.com
Services
- financial advisory