Raja Reslan

Financial Advising

Why pick this one

Raja Reslan, a CFP® and CFA®, offers specialized financial advising in Concord, NC with a focus on retirement and estate planning.

Best for

  • individual financial planning
  • retirement savings strategies
  • college savings

Look elsewhere if

  • seeking budget financial planning services
  • looking for aggressive investing strategies

Specialties

  • Retirement Savings Strategies
  • Portfolio Reviews
  • College Savings
  • Estate & Legacy Strategies
  • Intergenerational Planning

Certifications

  • CFP®
  • CFA®

What makes them different

  • Located in Concord, NC
  • Offers services in both English and French
  • Provides web conferencing options for meetings
  • Supports clients with major financial events
Serves
Concord

Distilled from this business's own website.

Contact & Location

Address
10070 Edison Square Dr NWSuite 103-E, Concord, NC 28027
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
raja.reslan@edwardjones.com

Services

  • financial advising

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