William L Sampson
Financial Advising
Why pick this one
William L Sampson holds CFP®, AAMS®, CRPC™, and CRPS™ credentials and focuses on business retirement plans, divorce finances, and estate strategies.
Best for
- Business retirement plans
- Entrepreneurs and business owners seeking financial advice
- Divorce-related financial planning
- Wealth strategies
- Estate and legacy strategies
Specialties
- Business retirement plans
- Divorce finances
- Entrepreneurs and business owners
- Wealth strategies
- Estate and legacy strategies
Certifications
- CFP®
- AAMS®
- CRPC™
- CRPS™
- FPQP®
What makes them different
- William L Sampson holds CFP®, AAMS®, CRPC™, and CRPS™ credentials
- Focus areas include business retirement plans and entrepreneurs and business owners
- Focus areas include divorce finances and estate and legacy strategies
- Office administrator Tracy Townsel holds the FPQP® credential
- Saturday consultations are available by appointment
Distilled from this business's own website.
Contact & Location
- Address
- 235 St John Rd Suite 15a, Fletcher, NC 28732
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- william.sampson@edwardjones.com
Services
- Financial advising
- Retirement planning
- Wealth planning
- Estate and legacy planning
- Financial guidance for major financial events