Tiffany N Little
Financial Advising
Why pick this one
Tiffany N Little focuses on retirement strategies, intergenerational planning, wealth strategies, business retirement plans, and estate and legacy strategies in Newton, NC.
Best for
- Retirement savings strategy planning
- Retirement income strategy planning
- Intergenerational planning
- Wealth strategy discussions
- Business retirement plans
- Estate and legacy strategy discussions
- Reviewing an existing financial strategy
- Planning for a major financial event
Specialties
- Retirement savings strategies
- Retirement income strategies
- Intergenerational planning
- Wealth strategies
- Business retirement plans
- Estate and legacy strategies
What makes them different
- Focuses on six listed areas: retirement savings, retirement income, intergenerational planning, wealth strategies, business retirement plans, and estate and legacy strategies
- Offers introductory consultations, current-strategy reviews, account openings, and support with major financial events
- Provides web conferencing as an additional office option
- Newton office hours are Monday through Thursday from 9:00 AM to 5:00 PM and Friday from 9:00 AM to 12:00 PM
Distilled from this business's own website.
Contact & Location
- Address
- 57 Northwest Blvd, Newton, NC 28658
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- tiffany.dugger@edwardjones.com
Services
- Financial advising
- Retirement planning
- Wealth planning
- Intergenerational planning
- Business retirement planning
- Estate and legacy planning