Steve Brannan
Financial Advising
Why pick this one
Steve Brannan serves clients investing $250,000 or more and holds ChFC, CEPA, CRPS, and CKA designations.
Best for
- Clients investing $250,000 or more
- Values and faith based investing
- Entrepreneurs and business owners
- Business retirement plans
- Retirement savings and income strategies
- Not-for-profit organizations
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- Values and faith based investing
- Business retirement plans
- Entrepreneur and business owner financial planning
- Retirement savings strategies
- Retirement income strategies
- Not-for-profit organization financial planning
Certifications
- Chartered Financial Consultant (ChFC)
- Certified Exit Planning Advisor (CEPA)
- Chartered Retirement Plans Specialist (CRPS)
- Certified Kingdom Advisor (CKA)
- Financial Paraplanner Qualified Professional (FPQP) for team member Sylvia Mayon
What makes them different
- Accepting new clients with $250,000 or more to invest
- Focus on values and faith based investing
- Certified Exit Planning Advisor designation
- Focus on entrepreneurs and business owners
- Web conferencing available
- Serves
- Greensboro
Distilled from this business's own website.
Contact & Location
- Address
- 200 Centreport Dr Ste 149, Greensboro, NC 27409
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- steve.brannan@edwardjones.com
Services
- Financial advising
- Investment planning
- Retirement planning
- Business retirement plan advising
- Financial planning for entrepreneurs and business owners
- Financial planning for not-for-profit organizations