Edward Jones - Financial Advisor: Zachary Womble
Why pick this one
Zachary Womble provides wealth, retirement, charitable giving, and estate strategies from a Sanford, NC office.
Best for
- Retirement savings strategy planning
- Estate and legacy strategy planning
- Charitable giving strategy planning
- Entrepreneurs and business owners seeking financial strategies
- Existing clients requesting a strategy review
Look elsewhere if
- People seeking walk-in financial advice
- People seeking services without a referral
Specialties
- wealth strategies
- retirement savings strategies
- estate and legacy strategies
- charitable giving
- financial planning for entrepreneurs and business owners
What makes them different
- Referrals only
- Weekday meetings are available by appointment only
- Contact options include introductory consultations, strategy reviews, account openings, and help with major financial events
- The branch team includes a Registered Branch Associate and a Senior Branch Office Administrator
Distilled from this business's own website.
Contact & Location
- Address
- 1500 Elm St, Sanford, NC 27330
- Phone
- 9197744826
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- zachary.womble@edwardjones.com
Services
- wealth planning
- retirement planning
- estate and legacy planning
- charitable giving planning
- financial planning for business owners
- investment account opening
- financial strategy reviews