Edward Jones – Financial Advisor: Dimi Matouchev, CFP®|CPWA®|AAMS®
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Claim This BusinessAbout Edward Jones – Financial Advisor: Dimi Matouchev, CFP®|CPWA®|AAMS®
Company Overview
Edward Jones, represented by Financial Advisor Dimi Matouchev, provides comprehensive financial planning services including charitable giving, retirement savings strategies, and estate planning. Located in Isle of Palms, South Carolina, Edward Jones serves high-net-worth individuals, entrepreneurs, and business owners. With an estimated 10-20 employees, Edward Jones is an ideal candidate for the Employee Benefits Program (EBP), which could save them approximately $23,800 annually ($1,190 per employee). The decision-maker, Dimi Matouchev, would be motivated to adopt EBP due to the significant cost savings and the potential to enhance their competitive benefits package, thereby improving employee retention and attracting top talent in the finance and investment industry. Edward Jones' location and reputation for professional service make it a strong prospect for EBP adoption.
Services
- Charitable Giving
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Business Details
- Estimated Employees: 10-20
- Estimated Revenue: $2M-$5M
- Potential EBP Savings: $11,900-$23,800/year
BizScore Rating: B (70/100)
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See how much Edward Jones – Financial Advisor: Dimi Matouchev, CFP®|CPWA®|AAMS® could save with the Employee Benefit Program
Location
Contact Information
-
Address
Isle of Palms, South Carolina -
Phone
(843) 886-9229 -
Email
[email protected] -
Website
www.edwardjones.com