Edward Jones - Financial Advisor: Zachary S Pierce

Financial Service

Why pick this one

Edward Jones - Financial Advisor: Zachary S Pierce focuses on retirement income, wealth, estate, business owner, and charitable giving strategies in Waynesville.

Best for

  • Retirement income planning
  • Wealth strategy development
  • Entrepreneurs and business owners seeking financial guidance
  • Estate and legacy planning
  • Charitable giving strategies
  • Reviewing an existing financial strategy
  • Opening an investment account

Specialties

  • Retirement income strategies
  • Wealth strategies
  • Entrepreneur and business owner financial strategies
  • Estate and legacy strategies
  • Charitable giving strategies

What makes them different

  • Focuses on retirement income, wealth, entrepreneur and business owner, estate and legacy, and charitable giving strategies
  • Offers introductory consultations and reviews of existing financial strategies
  • Provides assistance with major financial events
  • Has Sr. Branch Office Administrator Jodi Walton on the team
  • Maintains a Waynesville office open weekdays, with hours until 4:30 PM Monday through Thursday
Serves
Waynesville

Distilled from this business's own website.

Contact & Location

Address
209 Walnut St, Waynesville, NC 28786
Phone
(828) 452-4048
Website
https://www.edwardjones.com/zachary-pierce
Email
zachary.pierce@edwardjones.com

Services

  • Financial advising
  • Retirement planning
  • Wealth planning
  • Estate and legacy planning
  • Charitable giving planning
  • Investment account opening
  • Financial strategy reviews

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