Jenny Martin
Financial Advising
Why pick this one
Edward Jones’ Jenny Martin is a CFP®, AAMS®, and CRPS™ advisor serving clients with $500,000 plus in Waynesville.
Best for
- Clients seeking wealth strategies
- Retirement income strategy planning
- Estate and legacy strategy planning
- Charitable giving strategies
- Women investors
- Not-for-profit organizations
- Clients planning to invest $500,000 or more
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- Wealth strategies
- Retirement income strategies
- Estate and legacy strategies
- Charitable giving
- Women investors
- Not-for-profit organizations
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
- Chartered Retirement Plans Specialist™
What makes them different
- Jenny Martin is accepting new clients
- Serving clients with $500,000 plus
- Focus areas include women investors and not-for-profit organizations
- Web conferencing is available
- Office located at 387 N Main St, Waynesville, NC
Distilled from this business's own website.
Contact & Location
- Address
- 387 N Main St, Waynesville, NC 28786
- Phone
- +18284569905
- Website
- http://www.edwardjones.com/jenny-martin
- jenny.martin@edwardjones.com
Services
- Financial advising
- Wealth management
- Retirement income planning
- Estate and legacy strategies
- Charitable giving strategies