Scott Allen

Financial Advising

Why pick this one

Scott Allen is a CFP® based in Louisburg, NC, offering specialized financial advising services including retirement and wealth strategies.

Best for

  • individuals seeking retirement planning
  • families looking for college savings strategies
  • business owners needing retirement plans

Look elsewhere if

  • clients seeking emergency financial services
  • those looking for purely tax-related advice

Specialties

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans

Certifications

  • CFP®

What makes them different

  • Accepting new clients
  • Team members include a Branch Office Administrator and a Financial Planner Qualified Professional
  • Office hours available Monday to Friday
Serves
Louisburg

Distilled from this business's own website.

Contact & Location

Address
216 N Bickett Blvd Suite 4, Louisburg, NC 27549
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
scott.allen2@edwardjones.com

Services

  • financial advising

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