Edward Jones
Financial Advising
Why pick this one
They provide specialized financial advising with a focus on wealth and retirement strategies, and are staffed by a certified financial planner.
Best for
- individuals seeking tailored financial advice
- clients planning for retirement
- those looking to create an estate plan
Look elsewhere if
- seeking low-cost or budget-friendly financial advice
- those who prefer online-only consultation without in-person interaction
Specialties
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Certifications
- CFP®
What makes them different
- Offers an introductory consultation
- Available for review of current strategies
- Assists with major financial events
- Provides a 'Starting Point' tool for financial planning
- Offers a 'My Priorities' quiz to help identify financial goals
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3721 Lynn Rd, Raleigh, NC 27613-3854
- Phone
- +19197816635
- Website
- https://www.edwardjones.com/suzanne-barham
- suzanne.barham@edwardjones.com
Services
- financial advising