Edward Jones
Financial Advising
Why pick this one
Edward Jones's Taylor Paramore holds CFP® and AAMS® certifications and focuses on retirement, estate, wealth, and college savings strategies.
Best for
- Retirement savings and income planning
- Portfolio reviews
- Estate and legacy strategies
- Wealth strategies
- College savings planning
Specialties
- Retirement savings strategies
- Retirement income strategies
- Portfolio reviews
- Estate and legacy strategies
- Wealth strategies
- College savings
Certifications
- CFP®
- CERTIFIED FINANCIAL PLANNER®
- AAMS®
- Accredited Asset Management Specialist™
What makes them different
- Taylor Paramore holds CFP® and AAMS® certifications
- Accepting new clients
- Focus areas include retirement, estate and legacy, wealth, and college savings strategies
- Introductory consultations and current-strategy reviews are available
- Web conferencing is listed as an office option
Distilled from this business's own website.
Contact & Location
- Address
- 3200 Trent Rd, New Bern, NC 28562
- Phone
- +12526385013
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- taylor.paramore@edwardjones.com
Services
- Retirement planning
- Portfolio review
- Estate and legacy planning
- Wealth planning
- College savings planning