Carolyn A Finick
Financial Advising
Why pick this one
Carolyn A Finick is a CFP® in Wilmington specializing in women investors, inheritance guidance, divorce finances, and retirement income strategies.
Best for
- Women seeking investment guidance
- New investors
- People navigating an inheritance
- People managing divorce finances
- Retirement income planning
- Intergenerational planning
- People needing guidance during a major financial event
Specialties
- Women investor guidance
- Inheritance guidance
- New investor guidance
- Divorce finances
- Retirement income strategies
- Intergenerational planning
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
What makes them different
- Carolyn A Finick holds the CFP® certification
- The practice lists six focus areas, including women investors, inheritance guidance, divorce finances, and retirement income strategies
- Accepting new clients
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Located at 7627 Market Street Ste 102 in Wilmington, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 7627 Market Street Ste 102, Wilmington, NC 28411
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- carolyn.finick@edwardjones.com
Services
- Financial advising
- Investment account opening
- Financial strategy reviews
- Introductory consultations
- Major financial event guidance