During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
Our established process begins with finding out what is most important to you. I will partner with you to help organize, build, protect, and transfer your wealth.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
We provide a wide range of services including, but not limited to, the following: Tax Preparation for Individuals, Corporations, LLC's, General Partnerships, Estates, Trusts & Non-Profits. Estate & Financial Planning Tax Planning and Projections Accounting System Implementation and Consulting (QuickBooks ProAdvisor Certified, Peachtree, and Client Bookkeeping Solution) Bookkeeping Business Start-Up Consulting
I am Dave Hardy, AAMS®, and I am here to listen. Tell me what matters to you and where you have set your sights for today and tomorrow. That is all it takes to get started. It is that easy for me to start building a roadmap for your future and help you budget for daily living. So just tell me, I will listen; whether it is saving for college, retirement planning, budgeting your existing portfolio for growth or producing income from it. Your hopes and dreams will guide our work together. Estate strategies are not just for the wealthy. They are plans for everyone who wants to maintain control of how their assets will benefit those they care about the most. While I am not an estate planner, tax advisor or estate attorney, I am someone to include on your team of advisors that will represent your best interests. Few of us want to talk about our passing, but it is fair to say that we all want what is best for those we love. I began as a financial advisor in 2001 with A.G. Edwards & Sons in Morehead City, NC. I joined Edward Jones in June 2019 as a part of my professional strategy to bring the very best to all my clients. In the past, I have served as a board member of the Carteret County Chamber of Commerce, treasurer of the Carteret County Shrine Club and as a Boy Scout Leader. I am currently involved in the Swansboro Rotary Club, Masonic Lodge, Scottish Rite and Sudan Shriners. Connect with me on LinkedIn, Follow me on Facebook.
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