Edward Jones - Financial Advisor: Keith Nowokunski
Financial Service
Why pick this one
They focus on wealth strategies and retirement income strategies, offering personalized consultations to meet specific financial needs.
Best for
- entrepreneurs seeking financial planning
- clients needing retirement strategies
- individuals interested in portfolio reviews
Look elsewhere if
- those looking for low-cost investment options
- clients needing high-frequency trading advice
Specialties
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Charitable Giving
Certifications
- CEPA®
- Certified Exit Planning Advisor®
What makes them different
- focus on entrepreneurs and business owners
- portfolio reviews offered
- community outreach involvement
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 1730 E Woodlawn Rd, Suite C, Charlotte, NC 28209
- Phone
- (704) 522-1206
- Website
- http://www.edwardjones.com/keith-nowokunski
- keith.nowokunski@edwardjones.com
Services
- financial advising
- investment planning