Edward Jones - Financial Advisor: Kevin D Page, CFP®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Kevin D Page, CFP®|AAMS® serves clients with $500,000 plus and focuses on retirement, wealth, and estate strategies.
Best for
- Clients investing $500,000 or more
- Retirement income planning
- Retirement savings planning
- Wealth strategy development
- Estate and legacy strategy planning
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- retirement income strategies
- retirement savings strategies
- wealth strategies
- estate and legacy strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Serves clients with $500,000 plus
- Advisor holds MBA, CFP® and AAMS® credentials
- Offers retirement income and retirement savings strategies
- Offers wealth strategies and estate and legacy strategies
- Branch team includes an associate financial advisor trainee and two senior branch office administrators
Distilled from this business's own website.
Contact & Location
- Address
- 117 Middle Street, New Bern, NC 28560
- Phone
- 2526375087
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kevin.page@edwardjones.com
Services
- financial advising
- retirement planning
- wealth planning
- estate and legacy planning