Edward Jones
Financial Service
Why pick this one
Edward Jones’ Shelby Lay office focuses on retirement income, business retirement plans, estate and legacy strategies, and clients investing $250,000 or more.
Best for
- Retirement income planning
- Business retirement plans
- Entrepreneurs and business owners
- Estate and legacy strategies
- Inheritance guidance for clients investing $250,000 or more
Look elsewhere if
- Prospective clients planning to invest less than $250,000
- Clients needing services outside financial advising and investment strategy
Specialties
- Retirement income strategies
- Business retirement plans
- Entrepreneur and business owner financial guidance
- Estate and legacy strategies
- Inheritance guidance
What makes them different
- Shelby Lay serves clients with $250,000 plus
- New client waitlist is available
- Web conferencing is listed as an additional office capability
- Office provides evening availability
- Office includes a senior branch office administrator, Susie Davidson
Distilled from this business's own website.
Contact & Location
- Address
- 512 S Elm St, Greensboro, NC 27406
- Phone
- +13363781210
- Website
- http://www.edwardjones.com/shelby-lay
- shelby.lay@edwardjones.com
Services
- Financial advising
- Investment account opening
- Financial strategy reviews
- Guidance for major financial events