Jessi Rubenstein
Financial Advising
Why pick this one
Jessi Rubenstein focuses on sustainable investing and serves clients of all asset levels in Monroe, NC.
Best for
- individuals looking for sustainable and values-based investing
- clients needing estate and retirement planning
Look elsewhere if
- looking for purely transactional financial services
- clients preferring advisors with extensive public reviews
Specialties
- sustainable investing
- estate & legacy strategies
- college savings
- values and faith based investing
- retirement savings strategies
- retirement income strategies
What makes them different
- accepting new clients
- serving clients of all asset levels
- focus on sustainable and values-based investing
- Serves
- Monroe
Distilled from this business's own website.
Contact & Location
- Address
- 107 E Jefferson St Ste C, Monroe, NC 28112
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- jessi.rubenstein@edwardjones.com
Services
- financial advising