Edward Jones – Financial Advisor: Tabatha L Butler, ChFC®
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Claim This BusinessAbout Edward Jones – Financial Advisor: Tabatha L Butler, ChFC®
Company Overview
Edward Jones, represented by Financial Advisor Tabatha L Butler, offers comprehensive financial strategies including retirement and estate planning to clients in Summerville, South Carolina. The firm serves a diverse client base, including individuals, couples, small business owners, and LGBTQ+ individuals and families. With an estimated 10-20 employees, Edward Jones is an ideal candidate for the Employee Benefits Program (EBP), which could save the firm up to $23,800 annually ($1,190 per employee). The decision-making authority for benefits lies with the Financial Advisor and potentially the office manager. The EBP would be particularly compelling due to the firm's focus on retirement savings and estate planning, as well as the need to retain top talent in a competitive industry. The program's cost savings and potential to enhance the benefits package could be a significant motivator for adoption.
Services
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- College Savings
- LGBTQ+ Finances
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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Location
Contact Information
-
Address
Summerville, South Carolina -
Phone
(843) 879-9430 -
Email
[email protected] -
Website
www.edwardjones.com