Wells Fargo Advisors
Financial Advisor
Why pick this one
Wells Fargo Advisors offers High Point retirement, estate-planning, insurance, and 529-planning services through six listed financial advisors.
Best for
- retirement planning in High Point
- estate planning strategies
- education funding and 529 plans
- IRA planning
- insurance planning
- investment planning involving stocks, bonds, mutual funds, or annuities
Look elsewhere if
- FDIC-insured deposit accounts
- routine checking or savings banking
- services requiring investment products guaranteed by a bank or federal agency
Specialties
- retirement planning
- estate planning strategies
- education funding and 529 plans
- IRA strategies
- insurance planning
- advisory services
- social Security planning
- stock, bond, and mutual fund investments
- life insurance
- long-term care insurance
- annuities
- lending services
Certifications
- CFP®
- CLU®
- AAMS®
- CRPC®
- Member SIPC
What makes them different
- High Point branch lists six financial advisors at 1725 N. Main Street
- Jill Painter is a CFP® and Senior Vice President-Investments
- Duane Edwards holds CFP®, CLU®, and AAMS® designations
- Stephanie Johnson holds CRPC® and MBA credentials
- Johnson Streater Financial Group includes Stephanie Johnson, Kia Streater, and client associate Tara Thomas
- Serves
- High Point
Distilled from this business's own website.
Contact & Location
- Address
- 1725 N. Main Street, High Point, NC 27262
- Phone
- 3368787500
- Website
- https://home.wellsfargoadvisors.com/001_ND?exci...
- don.webb@wellsfargoadvisors.com
Services
- financial advising
- investment planning
- retirement planning
- estate planning
- insurance planning
- education funding
- IRA planning
- securities investments