Edward Jones
Financial Advising
Why pick this one
Edward Jones specializes in Business Retirement Plans and is located in Raleigh, NC, making them ideal for local entrepreneurs.
Best for
- business owners seeking retirement planning
- individuals looking for college savings strategies
Look elsewhere if
- looking for online-only consultations
- seeking financial advice outside of Raleigh
Specialties
- Business Retirement Plans
- College Savings
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
Certifications
- CFP®
What makes them different
- Focus on entrepreneurs and business owners
- Offers introductory consultation
- Office located in Raleigh, NC
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4040 Ed Dr, Raleigh, NC 27612-8090
- Phone
- +19197871972
- Website
- https://www.edwardjones.com/jon-lee
- jon.lee@edwardjones.com
Services
- Financial Advising