Kelley R Tyson
Financial Advising
Why pick this one
Kelley R Tyson holds the ChFC® designation and focuses on wealth, estate, military, government employee, and business-owner strategies.
Best for
- clients planning to invest $250,000 or more
- entrepreneurs and business owners
- military professionals and veterans
- government employees
- estate and legacy planning
- charitable giving strategies
Look elsewhere if
- clients planning to invest less than $250,000
Specialties
- wealth strategies
- entrepreneur and business-owner planning
- estate and legacy strategies
- military professional and veteran financial planning
- government employee financial planning
- charitable giving strategies
Certifications
- Chartered Financial Consultant (ChFC®)
- Financial Paraplanner Qualified Professional (FPQP®)
What makes them different
- Serves clients with $250,000 or more
- Accepting new clients
- Focus areas include military professionals and veterans
- Focus areas include entrepreneurs and business owners
- Offers web conferencing
Distilled from this business's own website.
Contact & Location
- Address
- 1715 Country Club Rd Suite D, Jacksonville, NC 28546
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kelley.tyson@edwardjones.com
Services
- financial advising
- wealth planning
- estate and legacy planning
- investment account services
- financial strategy reviews
- major financial event planning