Edward Jones
Financial Advising
Why pick this one
They focus on retirement and estate strategies and have a team that includes a certified financial planner.
Best for
- retirement planning
- estate planning
- business retirement plans
Look elsewhere if
- seeking basic financial advice
- not interested in retirement services
Specialties
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
- Business Retirement Plans
Certifications
- CFP®
- CEPA®
What makes them different
- Located in Statesville, NC
- Offers complimentary consultations
- Provides web conferencing options
- Team includes an Associate Financial Advisor and a Sr. Branch Office Administrator
- Serves
- Statesville
Distilled from this business's own website.
Contact & Location
- Address
- 140 N Center St, Statesville, NC 28677-5295
- Phone
- +17048725289
- Website
- https://www.edwardjones.com/brian-sohovich
- brian.sohovich@edwardjones.com
Services
- financial advising