Edward Jones
Financial Advising
Why pick this one
They focus on wealth strategies for entrepreneurs and are certified as a Financial Planner and Exit Planning Advisor.
Best for
- financial planning for business owners
- retirement savings strategies
- estate planning
Look elsewhere if
- personal finance needs outside of business ownership
- less than $250K investment plans
Specialties
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Employee Stock Options
- Retirement Savings Strategies
- Estate & Legacy Strategies
Certifications
- CFP®
- CEPA®
What makes them different
- Focused on entrepreneurs and business owners
- Offers employee stock options planning
- Business retirement plans available
- Certifications include Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®)
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4030 Wake Forest Rd, Raleigh, NC 27609-0010
- Phone
- +19198727006
- Website
- https://www.edwardjones.com/anastasia-council
- anastasia.council@edwardjones.com
Services
- financial advising