Edward Jones - Financial Advisor: Keith Nowokunski
Financial Service
Why pick this one
They focus on wealth and retirement strategies and are located in Charlotte, NC, serving business owners and entrepreneurs.
Best for
- financial planning for retirement
- wealth management for business owners
Look elsewhere if
- seeking low-cost investment options
- wanting services outside of wealth and retirement strategies
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 & Business Owners
- available for introductory consultations
- office hours include Saturday by appointment
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 6100 Fairview Rd Ste 103, Charlotte, NC 28210
- Phone
- (704) 557-9231
- Website
- https://www.edwardjones.com/keith-nowokunski
- keith.nowokunski@edwardjones.com
Services
- financial advising