Edward Jones - Financial Advisor: Cathy Easop 620 Doctor Calvin Jones Highway, Wake Forest, NC 27587
About the Business
Edward Jones - Financial Advisor: Cathy Easop is a trusted finance institution located at 620 Doctor Calvin Jones Highway in Wake Forest, North Carolina. Cathy Easop is a professional financial advisor who is dedicated to helping clients achieve their financial goals and secure their financial future. With personalized service and expert guidance, clients can feel confident in their investment decisions and financial planning. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Cathy Easop is here to provide sound advice and support. Visit Edward Jones - Financial Advisor: Cathy Easop today to start your journey towards financial success.
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Location & Phone number
620 Dr Calvin Jones Hwy, Wake Forest, NC 27587, United States
Reviews
"Cathy is kind, compassionate and understanding. She cheers me on in my small business but also has been a help to my mother as she takes care of my grandfathers estate."
"I do not recommend Cathy Easop as a financial advisor. When asked directly if she could refund an annual fee that was charged 1 day before my account was due to close, she said she didn't have the power and gave me a 1-800 number. After spending way too long discussing the issue with the switch board operator, the operator informed me that it was 100% Cathy's decision to not refund the fee. That is an unfortunate decision made worse by her unwillingness to own her decision."
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- Financial Advisor
- Audit & Consulting
- 401K Plans
- Asset Protection Planning
- Bond Investing
- Business Succession Planning
- College Savings Plans
- Estate Planning
- Financial Advisor
- Financial Education
- Financial Independence
- Income Tax Planning
- Individual Retirement Accounts
- Inheritance Planning
- Investing In Real Estate
- Investing In Stocks
- Investment Risk Management
- Investment Strategy
- Long-Term Care Benefits
- Long-Term Care Insurance
- Mutual Funds
- Portfolio Diversification
- Retiree Support
- Retirement Goals
- Retirement Income Strategies
- Retirement Planning
- Retirement Savings
- Senior Financial Planning
- Small Business Financing
- Tax Planning
- Tax-Deferred Savings
- Wealth Creation
- Wealth Management
- Wealth Preservation
- Wealth Transfer Planning
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