Thomas A Perkins Jr
Financial Advising
Why pick this one
Thomas A Perkins Jr offers retirement income, estate and legacy, business retirement plan, wealth strategy, portfolio review, and new investor services in Spruce Pine.
Best for
- Retirement income planning
- Estate and legacy strategy discussions
- Business retirement plan guidance
- Portfolio reviews
- People beginning to invest
Specialties
- Retirement income strategies
- Estate and legacy strategies
- Business retirement plans
- Wealth strategies
- Portfolio reviews
- New investor guidance
Certifications
- Edward Jones
What makes them different
- Focuses on retirement income, estate and legacy, business retirement plans, wealth strategies, portfolio reviews, and new investors
- Offers introductory consultations and current-strategy reviews
- Provides assistance with opening an account and major financial events
- Located at 13924 S 226 Hwy in Spruce Pine, North Carolina
- Office hours extend Monday through Thursday from 8:00 AM to 4:30 PM
Distilled from this business's own website.
Contact & Location
- Address
- 13924 S 226 Hwy, Spruce Pine, NC 28777
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- thomas.perkins@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Business retirement planning
- Wealth management
- Portfolio reviews
- Investment account opening