Edward Jones
Financial Advising
Why pick this one
Edward Jones's David Ruck serves clients with $500,000 plus and holds CFP®, CEPA®, and AAMS® certifications.
Best for
- Clients with $500,000 or more to invest
- Entrepreneurs and business owners
- Estate and legacy strategies
- Retirement income strategies
- Business retirement plans
- Charitable giving strategies
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Income Strategies
- Charitable Giving
- Business Retirement Plans
Certifications
- CFP®
- CEPA®
- AAMS®
What makes them different
- David Ruck is a CFP® professional
- David Ruck is a Certified Exit Planning Advisor®
- David Ruck is an Accredited Asset Management Specialist™
- Accepting new clients
- Serving clients with $500,000 plus
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 515 College Rd, Greensboro, NC 27410-5150
- Phone
- +13368556467
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- david.ruck@edwardjones.com
Services
- Financial advising
- Wealth management
- Retirement income planning
- Estate and legacy strategies
- Business retirement planning
- Charitable giving strategies