Russell A Galvan
Financial Advising
Why pick this one
Russell A Galvan serves clients with $500,000 plus and focuses on wealth, retirement, estate, and legacy strategies in Dunn, North Carolina.
Best for
- Clients planning to invest $500,000 or more
- Retirement savings and retirement income strategies
- Estate and legacy strategy planning
- Business retirement plan guidance
- Portfolio reviews
Look elsewhere if
- Clients planning to invest less than $500,000
- Clients seeking services outside wealth, retirement, estate, legacy, and portfolio strategies
Specialties
- Wealth strategies
- Retirement savings strategies
- Estate and legacy strategies
- Business retirement plans
- Retirement income strategies
- Portfolio reviews
What makes them different
- Client by referral
- Serving clients with $500,000 plus
- Offers introductory consultations and current-strategy reviews
- Provides in-person office access in Dunn, North Carolina
- Team includes Abby Bradshaw and Monica Jividen as branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 105 East Divine Street, Dunn, NC 28334
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- russell.galvan@edwardjones.com
Services
- Financial advising
- Wealth strategy advising
- Retirement planning
- Estate and legacy strategy advising
- Business retirement plan advising
- Portfolio reviews