Kelly H Barnett
Financial Advising
Why pick this one
Kelly H Barnett offers personalized financial advising and specializes in Wealth Strategies and Retirement Savings Strategies in Belmont, NC.
Best for
- individuals seeking retirement planning
- clients needing inheritance guidance
- business owners looking for retirement plans
Look elsewhere if
- clients needing high-frequency trading advice
- individuals seeking low-cost, DIY investment options
Specialties
- Wealth Strategies
- Retirement Savings Strategies
- Inheritance Guidance
- Business Retirement Plans
- Navigating Loss of Spouse
- Portfolio Reviews
What makes them different
- Located at 27 Catawba Street Suite B, Belmont, NC 28012
- Offers personalized financial strategies via Edward Jones
- Team includes a Sr. Branch Office Administrator
- Serves
- Belmont
Distilled from this business's own website.
Contact & Location
- Address
- 27 Catawba Street Suite B, Belmont, NC 28012
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kelly.barnett@edwardjones.com
Services
- financial advising