Edward Jones - Financial Advisor: Kent D Simmons, CFP®|CEPA®|AAMS®
Why pick this one
Kent D Simmons provides retirement income, estate and legacy, and divorce-finance planning as a CFP®, CEPA®, and AAMS® advisor.
Best for
- Business owners seeking retirement plan guidance
- Individuals planning retirement income
- Clients addressing estate and legacy strategies
- People navigating divorce finances
- Clients planning charitable giving
Look elsewhere if
- Customers seeking services outside the listed financial-planning focus areas
Specialties
- Business retirement plans
- Estate and legacy strategies
- Retirement income strategies
- Divorce finances
- Charitable giving
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor®
- Accredited Asset Management Specialist™
What makes them different
- Kent D Simmons holds CFP®, CEPA®, and AAMS® certifications
- Focus areas include business retirement plans, estate and legacy strategies, retirement income strategies, divorce finances, and charitable giving
- Web conferencing is listed as an office option
- Molly Sparks serves as senior branch office administrator
Distilled from this business's own website.
Contact & Location
- Address
- 1619 New Garden Road, Suite B-6, Greensboro, NC 27410
- Phone
- 3363236750
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kent.simmons@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate and legacy planning
- Divorce financial planning
- Charitable giving strategies
- Business retirement planning