Edward Jones - Financial Advisor: John R Query, CFP®|CRPC™
Why pick this one
John R Query focuses on retirement, estate, wealth, and business-owner strategies and holds CFP®, CEPA®, and CRPC™ certifications.
Best for
- Clients with $750,000 or more to invest
- Retirement income and savings planning
- Portfolio reviews
- Estate and legacy planning
- Entrepreneurs and business owners
Look elsewhere if
- Clients planning to invest less than $750,000
Specialties
- retirement income strategies
- retirement savings strategies
- portfolio reviews
- wealth strategies
- estate and legacy strategies
- entrepreneurs and business owners
Certifications
- CFP®
- CEPA®
- CRPC™
What makes them different
- Accepting new clients
- Serving clients with $750,000 plus
- Certified Financial Planner® designation
- Certified Exit Planning Advisor® designation
- Chartered Retirement Planning Counselor™ designation
Distilled from this business's own website.
Contact & Location
- Address
- 1206 Lake Park Blvd N, Suite H, Carolina Beach, NC 28428
- Phone
- 9107074952
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- John.Query@edwardjones.com
Services
- financial advising
- retirement planning
- portfolio reviews
- wealth planning
- estate and legacy planning
- business-owner financial planning