CES Retirement Advisors
Investment Management Company
Why pick this one
CES Retirement Advisors provides retirement income planning, investment, estate, and insurance services and offers a complimentary retirement needs assessment.
Best for
- Retirement income planning
- Clients nearing retirement or already retired
- 401(k) and 403(b) planning
- Social Security planning
- Clients seeking fiduciary retirement strategy development
- Coordinating investments, estate planning, and insurance
Specialties
- Retirement income planning
- Investment strategy development
- 401(k) planning
- 403(b) planning
- Social Security planning
- Estate planning
- Life insurance
- Long-term-care insurance
- Fixed annuities
- Medicare supplements
Certifications
- Retirement Income Certified Professional (RICP)
What makes them different
- States that it operates as a fiduciary with the client as the sole focus
- Offers a complimentary retirement needs assessment
- Christopher Stern has called Wilmington, North Carolina home for over 40 years
- Ellen Stern brings over 30 years of insurance and banking industry experience
- Retirement strategies are developed around each client's risk tolerance, time horizon, and goals
Distilled from this business's own website.
Contact & Location
- Address
- 1213 Culbreth Drive, Wilmington, NC
- Phone
- (910) 565-0065
- Website
- http://www.cesretirement.com
- info@cesretirement.com
Services
- Retirement planning
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Insurance planning
- College planning