Edward Jones – Financial Advisor: Clark Williams
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Claim This BusinessAbout Edward Jones – Financial Advisor: Clark Williams
Company Overview
Edward Jones, with financial advisor Clark Williams, specializes in retirement income strategies and intergenerational planning for entrepreneurs and business owners in Summerville, South Carolina. The firm serves a niche market of retirees, entrepreneurs, business owners, and families, leveraging its professional tone to build trust and provide tailored financial advice. Given the firm's estimated 5-10 employees, adopting the Employee Benefits Program (EBP) could yield significant annual savings of $5,950 to $11,900. Clark Williams, as the financial advisor, would be the primary decision-maker for benefits decisions. The EBP's cost savings and potential for enhancing employee retention and competitive benefits packages make it a compelling option. The firm's focus on retirement income and business succession planning aligns well with the EBP's ability to offer comprehensive benefits that can attract and retain top talent.
Services
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
Business Details
- Estimated Employees: 5-10
- Estimated Revenue: $1M-$2M
- Potential EBP Savings: $5,950-$11,900/year
BizScore Rating: C (50/100)
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Location
Contact Information
-
Address
Summerville, South Carolina -
Phone
(855) 443-9883 -
Email
[email protected] -
Website
www.edwardjones.com