Valerie Massengill
Financial Advising
Why pick this one
Valerie Massengill specializes in wealth strategies and intergenerational planning, serving clients in Rolesville, NC.
Best for
- individuals seeking wealth strategies
- clients interested in faith-based investing
Look elsewhere if
- looking for basic tax preparation
- seeking a purely transactional financial service
Specialties
- Wealth Strategies
- Charitable Giving
- Values and Faith Based Investing
- Retirement Savings Strategies
- Intergenerational Planning
Certifications
- CFP®
What makes them different
- Focus on intergenerational planning
- Emphasis on values and faith based investing
- Located in Rolesville, NC
- Serves
- Rolesville
Distilled from this business's own website.
Contact & Location
- Address
- 6166 Rogers Road, Rolesville, NC 27571
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- valerie.massengill@edwardjones.com
Services
- financial advising