Edward Jones - Financial Advisor: John R Query, CRPC®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: John R Query, CRPC® serves clients with $750,000 plus and holds CFP®, CEPA®, and CRPC™ certifications.
Best for
- Retirement income planning
- Retirement savings strategies
- Portfolio reviews
- Estate and legacy strategies
- Entrepreneurs and business owners with financial planning needs
Look elsewhere if
- Clients seeking an advisor explicitly serving portfolios below $750,000
- Clients needing emergency or after-hours financial services
Specialties
- retirement income strategies
- retirement savings strategies
- portfolio reviews
- wealth strategies
- estate and legacy strategies
- entrepreneur and business owner planning
Certifications
- CFP®
- CEPA®
- CRPC™
What makes them different
- Accepting new clients
- Serves clients with $750,000 plus
- Holds CFP®, CEPA®, and CRPC™ certifications
- Focuses on retirement, portfolio, wealth, estate and legacy, and business-owner strategies
- Carolina Beach office at 1206 Lake Park Blvd N, Suite H
Distilled from this business's own website.
Contact & Location
- Address
- 3610 S College Rd Ste A, Wilmington, NC 28412
- Phone
- (910) 791-2128
- Website
- https://www.edwardjones.com/john-query
- John.Query@edwardjones.com
Services
- retirement planning
- portfolio reviews
- wealth planning
- estate and legacy planning
- financial planning for entrepreneurs and business owners