Joshua Roberson
Financial Advising
Why pick this one
Joshua Roberson specializes in financial advising for entrepreneurs and is a Certified Exit Planning Advisor®.
Best for
- financial planning for entrepreneurs
- business retirement plans
- estate planning
- charitable giving advice
Look elsewhere if
- individuals seeking general personal finance advice
- those with less than $250K to invest
Specialties
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
- Charitable Giving
- Employee Stock Options
- Not-for-profit Organizations
Certifications
- CEPA®
- Certified Exit Planning Advisor®
What makes them different
- Focus on entrepreneurs and business owners
- Expertise in estate and legacy strategies
- Experience with charitable giving
- Specialization in employee stock options
- Advisor certified in exit planning
- Serves
- Denver
Distilled from this business's own website.
Contact & Location
- Address
- 137 Cross Center Rd Ste 137, Denver, NC 28037
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- joshua.roberson@edwardjones.com
Services
- financial advising