Edward Jones - Financial Advisor: Kelly Luckhaus, CFP®
Why pick this one
Kelly Luckhaus is a CFP® financial advisor in Wilmington specializing in retirement savings and retirement income strategies.
Best for
- Retirement savings planning
- Retirement income planning
- Women investors
- Business retirement plans
- Not-for-profit organizations
- Entertainment industry professionals
Specialties
- Retirement savings strategies
- Retirement income strategies
- Women investors
- Business retirement plans
- Not-for-profit organizations
- Entertainment industry
Certifications
- CFP®
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- CFP®-certified financial advisor
- Focus areas include retirement savings and retirement income strategies
- Focuses on women investors
- Advises business retirement plans and not-for-profit organizations
- Wilmington office at 201 North Front Street, Suite 611
Distilled from this business's own website.
Contact & Location
- Address
- 201 N Front St Ste 611, Wilmington, NC 28401
- Phone
- 9103413242
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kelly.luckhaus@edwardjones.com
Services
- Financial advisory
- Retirement planning
- Investment account opening
- Financial strategy reviews
- Planning for major financial events