Edward Jones
Financial Advising
Why pick this one
Edward Jones advisor William L Sampson holds CFP®, AAMS®, CRPC™, and CRPS™ designations and focuses on retirement, divorce, business-owner, wealth, and estate strategies.
Best for
- Business retirement plan guidance
- Financial planning for divorce
- Entrepreneurs and business owners
- Wealth strategy planning
- Estate and legacy strategy planning
Specialties
- Business retirement plans
- Divorce finances
- Entrepreneurs and business owners
- Wealth strategies
- Estate and legacy strategies
Certifications
- CFP®
- AAMS®
- CRPC™
- CRPS™
- FPQP®
What makes them different
- William L Sampson holds CFP®, AAMS®, CRPC™, and CRPS™ designations
- Focus areas include business retirement plans and entrepreneurs and business owners
- Focus areas include divorce finances and estate and legacy strategies
- Office appointments are available Monday through Friday from 8:00 AM to 4:30 PM
- Tracy Townsel serves as Senior Branch Office Administrator with FPQP® designation
Distilled from this business's own website.
Contact & Location
- Address
- 235 St John Rd Ste 15A, Fletcher, NC 28732
- Phone
- +18286840365
- Website
- https://www.edwardjones.com/william-sampson
- william.sampson@edwardjones.com
Services
- Financial advising
- Retirement planning
- Wealth strategy planning
- Estate and legacy planning
- Financial planning for divorce
- Business-owner financial planning