Edward Jones – Financial Advisor: Tom Rose

Edward Jones - Financial Advisor: Tom Rose is a financial consultant in Greenville, SC. The firm provides personal financial advice to help clients achieve their specific goals. Services offered include retirement savings strategies, wealth strategies, and retirement income strategies. The firm also specializes in estate and legacy strategies, intergenerational planning, and charitable giving.

The office is supported by Senior Branch Office Administrator Elizabeth Harbin. The practice focuses on a variety of financial areas, including the development of long-term wealth and the management of legacy planning. In addition to standard weekday office hours, the firm provides availability for evening and weekend appointments, as well as web conferencing options to accommodate client needs.

Located in University Square on Old Buncombe Road, the office is situated near Holmes Bible College and Duncan Chapel Elementary School. It is also a short distance from Poinsett Highway and the Duncan Chapel Fire Department.

This practice is recognized for providing thorough and well-documented business information to its clients. The availability of detailed service information ensures that prospective clients can clearly understand the financial strategies and focus areas available to them.

Tom Rose provides dedicated financial consulting to the Greenville community, focusing on personalized strategies for retirement and wealth management.

Services:

• Charitable Giving
• Estate & Legacy Strategies
• Estate planning
• Intergenerational Planning
• Investment management
• Personalized financial planning
• Retirement Savings Strategies
• Retirement planning