Edward Jones - Financial Advisor: Neil A Allerton, CFP®|CEPA®|AAMS®|CRPC™

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Neil Allerton is a Certified Financial Planner (CFP®) and financial advisor based in Winston-Salem, North Carolina. He provides personalized financial planning and investment guidance to clients in the local area. Neil specializes in retirement planning, education savings strategies, and tax-efficient investment management. As part of Edward Jones, he emphasizes the importance of face-to-face conversations to help clients achieve their financial goals.

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