Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA®
Why pick this one
Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA® serves clients with $750,000 plus and focuses on wealth, retirement, charitable giving, and estate strategies.
Best for
- Corporate executives seeking financial advice
- Entrepreneurs and business owners
- Clients planning charitable giving
- Business owners evaluating retirement plans
- Clients seeking estate and legacy strategies
- Clients with $750,000 or more to invest
Look elsewhere if
- Investors seeking an advisor specifically for assets below $750,000
Specialties
- Corporate executive financial strategies
- Entrepreneur and business owner financial strategies
- Charitable giving
- Wealth strategies
- Business retirement plans
- Estate and legacy strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Kingdom Advisor®
What makes them different
- Accepting new clients
- Serving clients with $750,000 plus
- Focus areas include corporate executives, entrepreneurs and business owners
- Offers business retirement plan and estate and legacy strategy guidance
- Branch office administrator support from Brittaney Ellis
Distilled from this business's own website.
Contact & Location
- Address
- 1911 Hillandale Rd Ste 1110, Durham, NC 27705
- Phone
- 9199731316
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- alex.nelson@edwardjones.com
Services
- Financial advising
- Wealth management
- Retirement planning
- Estate and legacy planning
- Charitable giving planning
- Investment account opening
- Financial strategy reviews