Edward Jones
Financial Advising
Why pick this one
Edward Jones specializes in wealth strategies and is accepting new clients with $1,000,000 or more.
Best for
- corporate executives
- high net worth individuals
- clients looking for retirement strategies
Look elsewhere if
- clients with less than $1,000,000 to invest
- those seeking budget financial advising
Specialties
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
Certifications
- AAMS®
- AWMA®
What makes them different
- Accepting new clients
- Serves clients with at least $1,000,000
- Has an Associate Financial Advisor and Senior Branch Office Administrator
- Serves
- Youngsville
Distilled from this business's own website.
Contact & Location
- Address
- 126 W Main St, Youngsville, NC 27596-9101
- Phone
- +19195567562
- Website
- https://www.edwardjones.com/jim-staples
- jim.staples@edwardjones.com
Services
- financial advising