Edward Jones - Financial Advisor: Jimmy Collins
Investing
Why pick this one
Oak Crest Wealth Management offers individualized financial planning, retirement planning, and asset management across Bentonville, Little Rock, North Little Rock, Grove, and Jay.
Best for
- Individuals developing investment and retirement plans
- Families evaluating 529 college savings plans
- Retirees transitioning from employment income to retirement income
- Business owners planning employee benefits, succession, or exit strategies
- Clients seeking ongoing financial plan adjustments as circumstances change
Specialties
- retirement investing and distribution strategies
- 529 college savings plans
- business succession and exit strategies
- tax-efficient portfolio planning
- estate conservation and risk management
Certifications
- CERTIFIED FINANCIAL PLANNER™ designation
- Accredited Asset Management Specialist designation
- FINRA Series 7 registration
- FINRA Series 66 registration
- FINRA Series 24 registration
- LPL Financial affiliation
What makes them different
- Multi-office team with locations in Bentonville, Little Rock, North Little Rock, Grove, and Jay
- Ken Kendall has held the CERTIFIED FINANCIAL PLANNER™ designation since 1999
- Affiliation with LPL Financial provides investment product access, account-view technology, statements, and tax forms
- Four-step process covering introductory meetings, preliminary planning, detailed planning, and ongoing support
- Serves individuals, families, retirees, and business owners
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 215 1st Ave Sw Ste B, Hickory, NC 28602-2922
- Phone
- +18283041023
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning