Jonathan Greeson Financial Planning
Financial Advising
Why pick this one
Jonathan Greeson Financial Planning offers $25-per-month Foundation Budget plans and fee-only investment advisory services from Pikeville, North Carolina.
Best for
- clients seeking budgeting help without substantial investable assets
- 401(k) holders needing risk and investment analysis
- clients seeking customized, fee-only investment management
- retirement planning with daily WealthGuard investment monitoring
Specialties
- basic budgeting plans
- cash flow management and emergency fund planning
- 401(k) and defined contribution plan risk and investment analysis
- customized investment allocation
- retirement financial planning
- WealthGuard daily investment account monitoring
Certifications
- Series 65 Licensed Financial Advisor
- CFP® Professional
What makes them different
- Independent firm not bound by proprietary funds or account minimums
- Foundation Budget priced at $25 per month
- Comprehensive Budget includes risk and investment analysis for $125 per quarter or $500 per year
- WealthGuard monitors investment accounts daily
- Financial planning is included in investment advisory fees
Distilled from this business's own website.
Contact & Location
- Address
- 100 W Main St, Pikeville, NC 27863
- Phone
- +19193940700
- Website
- http://www.jonathangreeson.com/
Services
- budgeting
- financial planning
- investment management
- retirement planning
- risk analysis