Edward Jones - Financial Advisor: Korey W. Banks, CFP®, ChFC®

Services Offered

• Retirement planning
• Portfolio management
• Investment guidance
• Client services

About

Korey W. Banks is a Certified Financial Planner (CFP®) and financial advisor based in Summerville, South Carolina. He specializes in retirement planning, investment management, and providing guidance on stocks, bonds, mutual funds, and life insurance. Korey employs a goals-based approach tailored to the specific needs of his clients, focusing on long-term planning, portfolio management, and personalized client services. He serves individuals and families looking to achieve their financial goals and navigate the complexities of financial planning.

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