Edward Jones - Financial Advisor: Joel Torres
Statesville, NC
They focus on wealth strategies and retirement planning and offer personalized financial consultations in Statesville.
- wealth management
- retirement planning
- estate and legacy strategies
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Look up any business in the directory by name, category, city, or address. Use the state filter to narrow results.
Edward Jones - Financial Advisor: Joe Wind
Charlotte, NC
Edward Jones offers a complimentary consultation with a financial advisor who assesses individual investing styles and goals.
- individuals seeking personalized financial advising
- those preparing for retirement planning
complimentary consultation
Edward Jones - Financial Advisor: John A Petretich, CFP®|AAMS®
Raleigh, NC
Edward Jones - Financial Advisor John A Petretich serves clients with a minimum of $500,000 and is located in Raleigh, NC.
- Clients looking for comprehensive financial advisory services
- Individuals needing wealth strategies
- Businesses requiring retirement plans
Edward Jones - Financial Advisor: John David Wagner, CFP®|ChFC®
Mebane, NC
John David Wagner is a CFP®, ChFC®, and CEPA® advisor specializing in retirement income, business retirement plans, divorce finances, and charitable giving.
- retirement income planning
- business retirement plans
- financial planning during divorce
Edward Jones - Financial Advisor: John E Arney IV, CFP®
Granite Falls, NC
Edward Jones - Financial Advisor: John E Arney IV, CFP® provides retirement strategies, business retirement plans, and portfolio reviews from Granite Falls.
- Retirement savings planning
- Business retirement plan guidance
- Portfolio reviews
Edward Jones - Financial Advisor: Jonathan C Chow
Financial Service
Charlotte, NC
Edward Jones - Financial Advisor Jonathan C Chow serves clients of all asset levels and offers retirement savings strategies.
- individuals seeking tailored financial advice
- clients looking for comprehensive retirement planning
Edward Jones - Financial Advisor: Jonathan D Bowman
Financial Service
Bessemer City, NC
Edward Jones - Financial Advisor: Jonathan L Proffitt
Financial Service
Fayetteville, NC
Edward Jones - Financial Advisor: Jonathan L Proffitt serves clients with $10,000,000 plus and holds the CEPA® Certified Exit Planning Advisor® certification.
- Entrepreneurs and business owners planning an exit
- Corporate executives with employee stock options
- Businesses establishing retirement plans
Edward Jones - Financial Advisor: Jonathan R Powers, CFP®
Financial Service
Greenville, NC
Jonathan R Powers is a CFP® offering wealth, retirement income, estate and legacy, and retirement savings strategies in Greenville.
- retirement income planning
- retirement savings strategies
- estate and legacy strategies
Edward Jones - Financial Advisor: Jon Lentz, CFP®
Financial Service
Huntersville, NC
Edward Jones - Financial Advisor Jon Lentz specializes in Wealth Strategies and is located in Huntersville, NC.
- individuals seeking comprehensive financial planning
- clients interested in retirement savings strategies
- families planning estate and legacy strategies
Edward Jones - Financial Advisor: Jordan F Shinsky
Insurance Agency
High Point, NC
Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.
- retirement income planning
- families planning college savings through 529 plans
- business owners preparing succession or exit strategies
Edward Jones - Financial Advisor: Jordan L Cantrell, CFP®|AAMS®
Financial Service
Washington, NC
Edward Jones - Financial Advisor: Jordan Lessard
High Point, NC
Edward Jones - Financial Advisor: Jordan Lessard holds the AAMS® designation and focuses on wealth, estate, intergenerational, and divorce-finance strategies.
- wealth strategy development
- estate and legacy planning
- intergenerational financial planning
Edward Jones - Financial Advisor: Josh Almond, CFP®|ChFC®|AAMS®
Apex, NC
They offer comprehensive financial advisory services focusing on wealth and retirement strategies and are located in Apex, NC.
- retirement planning
- wealth management
- business retirement plans
Edward Jones - Financial Advisor: Josh Boyle
Investing
Lexington, NC
Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.
- retirement income planning
- families planning college savings through 529 plans
- business owners preparing succession or exit strategies
Edward Jones - Financial Advisor: Josh Jackson, CFP®
Lumberton, NC
Edward Jones - Financial Advisor: Josh Jackson, CFP® provides retirement, estate, college savings, and portfolio planning for clients investing $250,000 or more.
- clients investing $250,000 or more
- retirement savings strategies
- business retirement plans
Edward Jones - Financial Advisor: Josh Slezak, CFP®|CEPA®
Chapel Hill, NC
Edward Jones - Financial Advisor: Josh Slezak, CFP®|CEPA® provides wealth, retirement, college savings, and business-owner planning for clients investing $500,000 plus.
- clients seeking wealth strategies
- retirement income planning
- college savings planning
Edward Jones - Financial Advisor: Josh Tilley
Brevard, NC
Josh Tilley focuses on retirement strategies, business retirement plans, new investors, and portfolio reviews for clients with $250,000 or more.
- Retirement income planning
- Retirement savings strategies
- Business retirement plans
Edward Jones - Financial Advisor: Joshua D Poe
Forest City, NC
Edward Jones - Financial Advisor: Joshua D Poe focuses on retirement, estate and legacy strategies and serves military professionals, veterans, and new investors.
- Retirement savings strategy development
- Retirement income strategy development
- Values and faith based investing
Edward Jones - Financial Advisor: Joshua Horn
Financial Service
Raleigh, NC
Edward Jones - Financial Advisor: Joshua Rantz
Financial Service
Davidson, NC
Edward Jones - Financial Advisor: Joshua Roberson, CEPA®
Denver, NC
They focus on custom retirement plans for entrepreneurs and offer specialized estate and legacy strategies.
- financial advising for business owners
- retirement planning for entrepreneurs
Edward Jones - Financial Advisor: Joshua Shelton
Financial Service
Kings Mountain, NC
Edward Jones - Financial Advisor: Joshua Shelton offers retirement and estate strategies and holds the WMCP® certification in Kings Mountain.
- Retirement savings planning
- Retirement income planning
- Estate and legacy strategies
Edward Jones - Financial Advisor: Joshua Shelton, WMCP®
Kings Mountain, NC
Edward Jones - Financial Advisor: Joshua Shelton, WMCP® focuses on retirement income, estate and legacy strategies, and portfolios for clients investing $100,000 or more.
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
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