Sara J Crowder
Financial Advising
Why pick this one
Sara J Crowder is a CFP® serving clients with $500,000 plus, with focus areas including retirement income, estate strategies, and intergenerational planning.
Best for
- Clients planning for retirement income
- Families developing estate and legacy strategies
- Intergenerational financial planning
- Individuals navigating the loss of a spouse
- Clients with $500,000 or more to invest
- Charitable giving strategies
Look elsewhere if
- Clients seeking an advisor explicitly serving portfolios below $500,000
Specialties
- Wealth strategies
- Estate and legacy strategies
- Retirement income strategies
- Intergenerational planning
- Navigating loss of spouse
- Charitable giving
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
What makes them different
- Accepting new clients
- Serves clients with $500,000 plus
- Focuses on navigating loss of spouse
- Offers intergenerational planning
- Provides web conferencing
Distilled from this business's own website.
Contact & Location
- Address
- 406 E Main Street Suite C, Murfreesboro, NC 27855
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- sara.crowder@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate planning strategies
- Wealth management
- Investment account opening
- Financial strategy reviews
- Major financial event guidance