Edward Jones
Financial Advising
Why pick this one
Edward Jones advisor Dan Shannon focuses on retirement income strategies, portfolio reviews, and military professionals and veterans in Mebane.
Best for
- retirement income strategies
- entrepreneurs and business owners seeking financial advice
- portfolio reviews
- special needs financial considerations
- divorce-related financial planning
- military professionals and veterans seeking financial advice
Specialties
- retirement income strategies
- financial guidance for entrepreneurs and business owners
- portfolio reviews
- special needs financial considerations
- divorce finances
- financial guidance for military professionals and veterans
What makes them different
- Saturday appointments available by appointment
- Offers introductory consultations and current-strategy reviews
- Provides financial guidance for divorce finances and special needs considerations
- Focuses on entrepreneurs, business owners, military professionals, and veterans
- Web conferencing is listed among office options
Distilled from this business's own website.
Contact & Location
- Address
- 100 W Clay St, Mebane, NC 27302
- Phone
- +19849834587
- Website
- https://www.edwardjones.com/dan-shannon
- dan.shannon@edwardjones.com
Services
- financial advising
- retirement income planning
- portfolio reviews
- financial guidance for major financial events
- investment account opening