Edward Jones - Financial Advisor: Craig Kopka
Why pick this one
Edward Jones - Financial Advisor: Craig Kopka serves clients with $50,000 plus and focuses on military professionals, veterans, and portfolio reviews.
Best for
- Military professionals and veterans seeking financial guidance
- Portfolio reviews
- Business retirement plans
- Government employees seeking financial guidance
- Teachers and professors seeking financial guidance
- Dentists seeking financial guidance
Look elsewhere if
- Clients planning to invest less than $50,000
Specialties
- portfolio reviews
- business retirement plans
- financial guidance for military professionals and veterans
- financial guidance for government employees
- financial guidance for teachers and professors
- financial guidance for dentists
What makes them different
- Accepting new clients
- Serving clients with $50,000 plus
- Focus areas include military professionals and veterans
- Focus areas include business retirement plans
- Web conferencing listed as an additional availability
Distilled from this business's own website.
Contact & Location
- Address
- 686 W Corbett Ave Ste 5, Swansboro, NC 28584
- Phone
- 9108411869
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- craig.kopka@edwardjones.com
Services
- introductory consultations
- portfolio reviews
- investment account opening
- help with major financial events
- business retirement plans