Edward Jones - Financial Advisor: Kevin Thompson, WMCP®
Why pick this one
Edward Jones - Financial Advisor: Kevin Thompson, WMCP® offers retirement strategies, portfolio reviews, and intergenerational planning in Calabash.
Best for
- retirement income planning
- retirement savings strategies
- wealth strategies
- portfolio reviews
- intergenerational planning
- people seeking an introductory consultation or help with a major financial event
Specialties
- wealth strategies
- retirement income strategies
- retirement savings strategies
- portfolio reviews
- intergenerational planning
Certifications
- Wealth Management Certified Professional® (WMCP®)
- Financial Paraplanner Qualified Professional® (FPQP®)
What makes them different
- Kevin Thompson holds the WMCP® designation
- Accepting new clients
- Offers retirement income and retirement savings strategies
- Provides intergenerational planning
- Branch office includes a Sr. Branch Office Administrator with FPQP® designation
Distilled from this business's own website.
Contact & Location
- Address
- 10164 Beach Dr SW Ste 6, Calabash, NC 28467
- Phone
- 9105795433
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kevin.a.thompson@edwardjones.com
Services
- financial planning
- retirement planning
- wealth management
- portfolio reviews
- investment account opening
- major financial event planning