Edward Jones
Financial Advising
Why pick this one
Edward Jones’s Nick Bodnar is a CFP® in Chapel Hill focusing on retirement, estate, wealth, divorce, and corporate executive finances.
Best for
- retirement income strategy planning
- estate and legacy strategy planning
- wealth strategy planning
- financial planning related to divorce
- corporate executive financial planning
- reviewing an existing financial strategy
Look elsewhere if
- Saturday or Sunday office appointments are required
Specialties
- retirement income strategies
- estate and legacy strategies
- wealth strategies
- divorce finances
- corporate executive financial planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Nick Bodnar holds the CFP® certification
- Focus areas include retirement income, estate and legacy, wealth, divorce finances, and corporate executives
- Chapel Hill office at 6340 Quadrangle Dr, Suite 90
- Offers introductory consultations, current-strategy reviews, account opening, and help with major financial events
- Branch team includes Sr. Branch Office Administrator Patrice Hewlett
Distilled from this business's own website.
Contact & Location
- Address
- 6340 Quadrangle Dr, Chapel Hill, NC 27517-7841
- Phone
- +19194015277
- Website
- http://www.edwardjones.com/nick-bodnar
- nick.bodnar@edwardjones.com
Services
- financial advising
- retirement planning
- estate and legacy planning
- wealth planning
- divorce financial planning
- corporate executive financial planning