Edward Jones - Financial Advisor: Josh Slezak, CFP®|CEPA®
Why pick this one
Edward Jones - Financial Advisor: Josh Slezak, CFP®|CEPA® provides wealth, retirement, college savings, and business-owner planning for clients investing $500,000 plus.
Best for
- clients seeking wealth strategies
- retirement income planning
- college savings planning
- charitable giving strategies
- entrepreneurs and business owners
- clients planning to invest $500,000 or more
Look elsewhere if
- clients planning to invest under $500,000
Specialties
- wealth strategies
- retirement income strategies
- college savings
- charitable giving
- entrepreneur and business owner planning
Certifications
- CFP®
- Certified Financial Planner®
- CEPA®
- Certified Exit Planning Advisor®
- FPQP®
What makes them different
- Accepting new clients
- Serving clients with $500,000 plus
- Josh Slezak holds CFP® and CEPA® certifications
- Web conferencing available
- Office provides weekday hours from 8:30 AM to 4:30 PM
Distilled from this business's own website.
Contact & Location
- Address
- 101 Conner Dr Ste 202, Chapel Hill, NC 27514
- Phone
- 9199184017
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- josh.slezak@edwardjones.com
Services
- financial planning
- wealth management
- retirement planning
- college savings planning
- charitable giving planning
- business owner financial planning