Edward Jones
Financial Advising
Why pick this one
Edward Jones advisor Patrick M Foley holds CFP®, CPWA®, and CEPA® certifications and focuses on estate, wealth, charitable giving, and retirement strategies.
Best for
- Estate and legacy strategies
- Wealth strategies
- Charitable giving planning
- Retirement savings strategies
- Retirement income strategies
- Exit planning
Specialties
- Estate and legacy strategies
- Wealth strategies
- Charitable giving
- Retirement savings strategies
- Retirement income strategies
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
- Certified Exit Planning Advisor® (CEPA®)
What makes them different
- Patrick M Foley holds CFP®, CPWA®, and CEPA® certifications
- Focus areas include estate and legacy strategies, wealth strategies, and charitable giving
- Focus areas include both retirement savings and retirement income strategies
- Office located at 37938 US 52 Hwy N in New London, North Carolina
- Branch team includes four office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 37938 US-52, New London, NC 28127
- Phone
- +17049836103
- Website
- https://www.edwardjones.com/patrick-m-foley
- patrick.m.foley@edwardjones.com
Services
- Financial advising
- Retirement planning
- Wealth planning
- Estate and legacy planning
- Charitable giving planning