James Bass
Financial Advising
Why pick this one
James Bass helps new investors, military professionals and veterans, entrepreneurs, and business owners with financial strategy in Havelock.
Best for
- New investors seeking financial guidance
- Military professionals and veterans seeking financial guidance
- Estate and legacy strategies
- Entrepreneurs and business owners seeking financial guidance
- Clients seeking a current strategy review or help with a major financial event
Specialties
- Financial guidance for new investors
- Financial planning for military professionals and veterans
- Estate and legacy strategies
- Financial guidance for entrepreneurs and business owners
What makes them different
- Accepting new clients
- Focus areas include military professionals and veterans
- Focus areas include estate and legacy strategies
- Focus areas include entrepreneurs and business owners
- Offers weekday office hours in Havelock, with Friday appointments available
Distilled from this business's own website.
Contact & Location
- Address
- 195 US Hwy 70 W, Havelock, NC 28532
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- james.bass@edwardjones.com
Services
- Introductory consultations
- Current strategy reviews
- Investment account openings
- Guidance for major financial events