Lackey Wealth Management Group
Why pick this one
Lackey Wealth Management helps clients develop personal investing strategies through Edward Jones, with introductory consultations and current-strategy reviews.
Best for
- People seeking a personal investing strategy
- Existing investors wanting a current-strategy review
- People opening an investment account
- People navigating a major financial event
Specialties
- personal investing strategy
- current investment strategy reviews
- guidance for major financial events
What makes them different
- Affiliated with Edward Jones
- Offers introductory consultations
- Reviews clients' current investment strategies
- Supports investment account opening
- Provides guidance for major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 211 W Lexington Ave Ste 107, High Point, NC 27262
- Phone
- 3368828484
- Website
- https://www.edwardjones.com/lackey-wealth-manag...
- ren.lackey@edwardjones.com
Services
- financial advising
- introductory consultations
- investment strategy reviews
- investment account opening
- financial guidance for major financial events