Accounting, Tax Services, Financial Planners
Edward Jones Investments
1115 B Central Avenue
Summerville, SC 29483
Edward Jones is a full service Broker/Dealer helping clients with Retirement, Insurance, College Education, and Estate Considerations and Trust Services.
Realtor® Discount: Complimentary Portfolio Reviews of Retirement, Insurance, and Estate Considerations. Review of current Life Insurance policies for best coverage. Complimentary Financial Assessment tools to determine Retirement picture. Employee Education programs are available complimentary as well.
Frederick J. Malone, CFP, LLC
Mt. Pleasant, SC
Specializes in tax return preparation for REALTORS®