Silvia M Sevast
Financial Advising
Why pick this one
Silvia M Sevast offers retirement income strategies and portfolio reviews for clients investing $250,000 or more in Ocean Isle Beach.
Best for
- Retirement income strategies
- Retirement savings strategies
- Estate and legacy strategies
- Portfolio reviews
- New investors seeking financial guidance
- Clients investing $250,000 or more
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- wealth strategies
- retirement savings strategies
- estate and legacy strategies
- retirement income strategies
- portfolio reviews
- new investor guidance
Certifications
- FPQP® (held by Sr. Branch Office Administrator Karen Cosentino)
What makes them different
- Accepting new clients
- Serving clients with $250,000 plus
- Offers retirement income strategies and estate and legacy strategies
- Provides portfolio reviews and support for new investors
- Office located at 925 Seaside Rd SW Suite 5 in Ocean Isle Beach, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 925 Seaside Rd SW Suite 5, Ocean Isle Beach, NC 28469
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- silvia.sevast@edwardjones.com
Services
- financial advising
- wealth planning
- retirement planning
- estate and legacy planning
- retirement income planning
- portfolio reviews
- investment account opening