Edward Jones – Financial Advisor: Heather Whitley, CEPA®|CRPC™
Contact Information
-
Address
111 Executive Center Dr Ste 227, Columbia, SC 29210, Columbia, SC, 29210 -
Phone
(803) 978-3819 -
Website
edwardjones.com -
Google Reviews
5.0 out of 5 stars from 5 Google reviews
Location
About Edward Jones – Financial Advisor: Heather Whitley, CEPA®|CRPC™
Edward Jones - Financial Advisor: Heather Whitley, CEPA®|CRPC™ is a financial consultant in Columbia, SC. The firm provides personal financial advice to help clients achieve their goals, specializing in retirement savings strategies, wealth strategies, divorce finances, business retirement plans, portfolio reviews, and college savings. The office maintains a 5.00 rating.
Heather Whitley serves clients with a focus on specialized areas such as exit planning and retirement planning. As a Certified Exit Planning Advisor® and Chartered Retirement Planning Counselor™, she provides expertise in managing complex financial transitions. The office team includes Branch Office Administrator Emily Ariail.
The office is located on Executive Center Drive, situated near SC Public Services and the SC Board of Nursing. The location is a short drive from the Saluda River and Bush River Road.
The business is recognized for providing thorough and well-documented information to those seeking financial guidance. This commitment to clarity supports their role as a trusted financial consultant in Columbia.
Services:
- Business Retirement Plans
- Divorce Finances
- Estate planning
- Investment management
- Personalized financial planning
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement planning
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