Edward Jones
Financial Advising
Why pick this one
Edward Jones offers retirement and wealth strategies and provides a complimentary consultation for clients in Raleigh.
Best for
- retirement planning
- estate and legacy strategies
- wealth management for new investors
Look elsewhere if
- looking for specialists in tax planning
- requiring 24/7 emergency financial services
Specialties
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Certifications
- CFP®
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Licensed in North Carolina
- Offers a complimentary consultation
- Focus on new investors
- Supports clients with comprehensive financial strategies
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 5003 Falls of Neuse Rd, Raleigh, NC 27609-5500
- Phone
- +19198501313
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- michael.minotti@edwardjones.com
Services
- financial advising
- wealth strategies
- investment planning