Edward Jones - Financial Advisor: Kevin Orr, CFP®|AAMS®
Why pick this one
Edward Jones - Financial Advisor: Kevin Orr, CFP®|AAMS® offers financial advising in Beaufort with CFP® and AAMS® certifications.
Best for
- Introductory financial consultations
- Reviewing an existing financial strategy
- Opening an investment account
- Planning for a major financial event
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Kevin Orr holds CFP® and AAMS® certifications
- Beaufort office located at 300 Campen Road, Suite B
- Team includes Sr. Branch Office Administrator Jo Ann Newton
Distilled from this business's own website.
Contact & Location
- Address
- 300 Campen Road, Suite B, Beaufort, NC 28516
- Phone
- 2527282757
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kevin.orr@edwardjones.com
Services
- Financial advising
- Investment account opening
- Financial strategy reviews
- Financial planning for major financial events