John V O'Connor
Financial Advising
Why pick this one
John V O'Connor offers personalized financial advising services, including retirement savings strategies, in Charlotte, NC.
Best for
- individuals seeking guidance on retirement and wealth strategies
- clients needing support with estate and legacy planning
Look elsewhere if
- seeking financial advising in areas outside of Charlotte
- clients with very low asset levels requiring specialized financial products
Specialties
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Divorce Finances
- New Investors
What makes them different
- Accepting new clients
- Serves clients of all asset levels
- Offers personalized consultations for various financial needs
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 1441 Heather Lane Suite B, Charlotte, NC 28209
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- john.oconnor@edwardjones.com
Services
- financial advising