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Edie Broccolo

Financial Advisor

5.0
(2)
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when in...... Show More
Location & Business Hours
Friday
09:00AM to 06:00PM
Saturday
appointment
Sunday
appointment
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Overall Ratings
5.0
(2)
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About
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Specialities
Estate & Legacy Strategies
Intergenerational Planning
Business Retirement Plans
Insurance & Annuities
Retirement Income Strategies
Charitable Giving
55
/850
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FAQs
Here are some Frequently Asked Questions about Edie Broccolo
What organization is Edie Broccolo associated with?
Edie Broccolo is associated with Edward Jones.
What is Edie Broccolo’s work email address?
Edie Broccolo’s professional email address is e************o@e**********.com. You can also email Edie Broccolo by clicking on the contact Edie Broccolo.
Where is Edie Broccolo based out of?
Edie Broccolo’s primary location is Winston-salem, NC.
What is Edie Broccolo's phone number?
Edie Broccolo's phone number is (336) 659-9287
What is Edie Broccolo's title??
Edie Broccolo is a Financial Advisor.