Edward Jones

Financial Advising

Why pick this one

Edward Jones offers specialized financial advising with a focus on retirement income strategies in Smithfield.

Best for

  • entrepreneurs needing wealth strategies
  • new investors looking for portfolio reviews
  • individuals planning for retirement income

Look elsewhere if

  • basic tax preparation
  • budget-sensitive small financial queries

Specialties

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Support for New Investors

What makes them different

  • Accepting new clients
  • Focus on strategies for entrepreneurs and business owners
  • Offers complimentary consultations
Serves
Smithfield

Distilled from this business's own website.

Contact & Location

Address
1672 Booker Dairy Rd, Smithfield, NC 27577-9405
Phone
+19193720061
Website
http://www.edwardjones.com/don-duggin
Email
don.duggin@edwardjones.com

Services

  • Financial Advising

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