Kevin Pattman
Financial Advising
Why pick this one
Kevin Pattman advises on business retirement plans, college savings, inheritance guidance, new investors, special needs considerations, and sustainable investing.
Best for
- Business owners seeking retirement plan guidance
- Families planning for college savings
- People managing an inheritance or major financial event
- New investors seeking an introductory consultation
- Clients considering sustainable investing
- People with special needs financial considerations
Specialties
- Business retirement plans
- College savings
- Inheritance guidance
- New investor guidance
- Special needs financial considerations
- Sustainable investing
What makes them different
- Focus areas include business retirement plans and college savings
- Focus areas include inheritance guidance and special needs financial considerations
- Focus areas include sustainable investing and guidance for new investors
- Contact options include introductory consultations, strategy reviews, account opening, and help with major financial events
- Edward Jones office located at 7309 Summerfield Road, Suite A, Summerfield, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 7309 Summerfield Rd Suite A, Summerfield, NC 27358
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kevin.pattman@edwardjones.com
Services
- Financial advising
- Retirement planning
- College savings planning
- Investment planning
- Financial guidance for major events