Edward Jones
Financial Advising
Why pick this one
Edward Jones advisor Lisa M Pace holds ChFC® and AAMS® certifications and focuses on retirement, estate, wealth, charitable giving, and portfolio reviews.
Best for
- Retirement savings strategies
- Estate and legacy strategies
- Wealth strategies
- Charitable giving strategies
- Portfolio reviews
Specialties
- Estate and legacy strategies
- Retirement savings strategies
- Wealth strategies
- Charitable giving
- Portfolio reviews
Certifications
- ChFC® (Chartered Financial Consultant®)
- AAMS® (Accredited Asset Management Specialist™)
What makes them different
- Lisa M Pace holds ChFC® and AAMS® certifications
- Accepting new clients
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Provides weekday office hours at 603 Carthage Street Suite 110 in Sanford, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 603 Carthage St #110, Sanford, NC 27330
- Phone
- +19197761397
- Website
- https://www.edwardjones.com/lisa-pace
- lisa.pace@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate planning strategies
- Wealth management
- Charitable giving strategies
- Portfolio reviews