Edward Jones

Financial Advising

Tarboro, NC

Edward Jones's Alison T Blodgett is a CFP® in Tarboro serving clients with $750,000 plus, with retirement and wealth strategy focus.

  • Retirement income planning
  • Retirement savings planning
  • Wealth strategy planning

Edward Jones

Financial Advising

Tarboro, NC

Edward Jones provides CFP®-led portfolio reviews, retirement savings and income strategies, employee stock-option guidance, and charitable-giving planning in Tarboro.

  • retirement savings planning
  • retirement income planning
  • portfolio reviews

Financial Advising in nearby counties

FAQ

Which financial advisor in Edgecombe County offers retirement planning?

Both listed Edward Jones offices cite retirement savings and retirement income strategies. The first also lists business retirement plans and entrepreneur planning.

Can I get a portfolio review in Tarboro?

The second Edward Jones listing specifically offers portfolio reviews and introductory consultations for current strategies, account opening, and major financial events.

Does an Edgecombe County advisor help with employee stock options?

The second listing includes employee stock-option planning among its services.

What are the listed office hours for the advisor accepting new clients?

The second listing reports hours until 5:00 PM Monday through Thursday and until 4:00 PM Friday.

Is there a stated investment minimum?

The first Edward Jones listing identifies clients with $750,000 or more to invest as its best fit and says it may not suit clients planning to invest less than that amount. No minimum is stated for the second listing.