Emily Farrell
Financial Service
Why pick this one
Emily Farrell offers retirement, estate and legacy, charitable giving, and portfolio review services while serving clients of all asset levels.
Best for
- Retirement savings and income planning
- Intergenerational planning
- Estate and legacy strategies
- Charitable giving planning
- Portfolio reviews
- Clients seeking help with a major financial event
Specialties
- Retirement savings strategies
- Retirement income strategies
- Intergenerational planning
- Estate and legacy strategies
- Charitable giving
- Portfolio reviews
What makes them different
- Accepting new clients
- Serving clients of all asset levels
- Offers introductory consultations, strategy reviews, account opening, and help with major financial events
- Weekday office hours from 8:00 AM to 7:00 PM
- Saturday appointments available by appointment
Distilled from this business's own website.
Contact & Location
- Address
- 8004 Linville Rd, Oak Ridge, NC 27310-9811
- Phone
- +13366903036
- Website
- http://www.edwardjones.com/emily-farrell
- emily.farrell@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Investment portfolio reviews
- Intergenerational planning
- Charitable giving planning