Edward Jones - Financial Advisor: Kevin R Overcash, CFP®|CEPA®
Why pick this one
They focus on Retirement Income Strategies and are accepting clients with a minimum of $250,000 to invest.
Best for
- investors seeking personalized retirement income strategies
- entrepreneurs needing tailored wealth strategies
Look elsewhere if
- clients with less than $250,000 to invest
- those looking for financial advice with no specific retirement goals
Specialties
- Retirement Income Strategies
- Sustainable Investing
- College Savings
- Employee Stock Options
Certifications
- CFP®
- CEPA®
What makes them different
- Accepting new clients
- Serves clients with a minimum of $250,000
- Offers personalized financial strategies
- Located in Apex, NC
- Serves
- Apex
Distilled from this business's own website.
Contact & Location
- Address
- 56 Hunter St Ste 100, Apex, NC 27502
- Phone
- 9194639943
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kevin.overcash@edwardjones.com
Services
- financial advising
- wealth management