Rachel G Gilley
Financial Advising
Why pick this one
Rachel G Gilley holds CFP®, CEPA®, and AAMS® certifications and focuses on wealth, retirement, estate, and business-owner strategies in Lenoir.
Best for
- Business owners seeking financial and exit-planning guidance
- Clients needing estate and legacy strategies
- Clients seeking retirement savings strategies
- Clients requesting a portfolio review
- Clients planning charitable giving
Specialties
- Wealth strategies
- Entrepreneurs and business owners
- Estate and legacy strategies
- Portfolio reviews
- Retirement savings strategies
- Charitable giving
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Exit Planning Advisor® (CEPA®)
- Accredited Asset Management Specialist™ (AAMS®)
What makes them different
- Rachel G Gilley holds CFP®, CEPA®, and AAMS® certifications
- Focus areas include entrepreneurs and business owners
- Focus areas include estate and legacy strategies
- The office offers introductory consultations and current-strategy reviews
- The office provides help with major financial events
Distilled from this business's own website.
Contact & Location
- Address
- 222-C Harper Avenue Northwest, Lenoir, NC 28645
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- rachel.gilley@edwardjones.com
Services
- Wealth management
- Portfolio reviews
- Retirement savings strategies
- Estate and legacy strategies
- Charitable giving strategies
- Financial planning for entrepreneurs and business owners