Edward Jones
Financial Service
Why pick this one
They provide tailored financial strategies including retirement income planning, led by a CERTIFIED FINANCIAL PLANNER®.
Best for
- individuals planning for retirement
- clients seeking estate planning assistance
- those needing comprehensive portfolio reviews
Look elsewhere if
- clients looking for quick transactional financial services
- individuals with limited investment budgets
Specialties
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
Certifications
- CFP®
- ChFC®
- AAMS®
What makes them different
- Brandon M Monette is a CERTIFIED FINANCIAL PLANNER®
- Offers personalized financial strategies based on client goals
- Offers web conferencing options for consultations
- Open for appointments on Saturdays by request
- Serves
- Mint Hill, Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 4410 Mint Hill Village Ln, Mint Hill, NC 28227-0527
- Phone
- +19808592549
- Website
- https://www.edwardjones.com/brandon-monette
- brandon.monette@edwardjones.com
Services
- financial advising
- investment management