Edward Jones
Financial Advising
Why pick this one
Edward Jones provides CFP®-led portfolio reviews, retirement savings and income strategies, employee stock-option guidance, and charitable-giving planning in Tarboro.
Best for
- retirement savings planning
- retirement income planning
- portfolio reviews
- employee stock-option planning
- charitable-giving strategies
- wealth strategies
Specialties
- portfolio reviews
- retirement savings strategies
- retirement income strategies
- employee stock options
- charitable giving
- wealth strategies
Certifications
- CFP®
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Accepting new clients
- CFP®-certified financial advisor
- Offers portfolio reviews, retirement strategies, employee stock-option guidance, charitable giving, and wealth strategies
- Contact form supports introductory consultations, current strategy reviews, account opening, and help with major financial events
- Office hours extend until 5:00 PM Monday through Thursday and 4:00 PM Friday
Distilled from this business's own website.
Contact & Location
- Address
- 124 W St James St, Tarboro, NC 27886
- Phone
- +12528230376
- Website
- http://edwardjones.com/matthew-thompson
- matthew.thompson@edwardjones.com
Services
- financial advising
- portfolio reviews
- retirement planning
- wealth strategies
- employee stock-option planning
- charitable-giving planning