Mackenzie D DeVane
Financial Advising
Why pick this one
Mackenzie D DeVane holds AAMS and CRPS certifications and focuses on retirement strategies, new investors, business plans, and intergenerational planning.
Best for
- Individuals developing retirement savings strategies
- New investors seeking an introductory consultation
- Businesses evaluating retirement plans
- Families addressing intergenerational financial planning
- Clients reviewing an existing financial strategy
Specialties
- Retirement savings strategies
- New investor guidance
- Business retirement plans
- Intergenerational planning
Certifications
- Accredited Asset Management Specialist (AAMS)
- Chartered Retirement Plans Specialist (CRPS)
What makes them different
- Focuses on retirement savings strategies, new investors, business retirement plans, and intergenerational planning
- Offers introductory consultations, current-strategy reviews, account opening, and major financial event support
- Includes an Associate Financial Advisor and two branch office administrators on the team
- Kinston office is open Monday through Thursday from 8:30 AM to 5:00 PM and Friday from 8:30 AM to 4:00 PM
Distilled from this business's own website.
Contact & Location
- Address
- 2602 West Vernon AvenueSuite B, Kinston, NC 28504
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- mackenzie.devane@edwardjones.com
Services
- Financial advising
- Retirement planning
- Investment account opening
- Financial strategy reviews
- Major financial event guidance