Rob Squires
Financial Advising
Why pick this one
Rob Squires focuses on retirement savings strategies, portfolio reviews, employee stock options, and financial advising for manufacturing and healthcare professionals.
Best for
- Retirement savings strategy planning
- Portfolio reviews
- Employee stock option needs
- Manufacturing professionals seeking financial advising
- Healthcare professionals seeking financial advising
- Entrepreneurs and business owners seeking financial advising
Specialties
- Retirement savings strategies
- Portfolio reviews
- Employee stock options
- Financial advising for manufacturing professionals
- Financial advising for healthcare professionals
- Financial advising for entrepreneurs and business owners
Certifications
- AAMS® designation held by registered branch associate Christina Van Voorhis
What makes them different
- Accepting new clients
- Focus areas include retirement savings strategies, portfolio reviews, and employee stock options
- Focus areas include manufacturing professionals, healthcare professionals, and entrepreneurs and business owners
- Saturday appointments available
- Branch team includes two senior branch office administrators and a registered branch associate
Distilled from this business's own website.
Contact & Location
- Address
- 820 N Elm St, High Point, NC 27262
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- rob.squires@edwardjones.com
Services
- Financial advising
- Retirement planning
- Portfolio reviews
- Employee stock option guidance
- Introductory consultations
- Current strategy reviews
- Investment account opening
- Major financial event support