Edward Jones - Financial Advisor: Kevin W Lunsford, CFP®|CIMA®

Why pick this one

They provide personalized financial strategies and are located in Raleigh, NC.

Best for

  • individuals seeking wealth strategies
  • clients interested in retirement income planning
  • those looking for charitable giving advice

Look elsewhere if

  • seeking immediate, emergency financial assistance
  • looking for a financial advisor outside Raleigh

Specialties

  • Wealth Strategies
  • Charitable Giving
  • Retirement Income Strategies

Certifications

  • CFP®
  • CIMA®

What makes them different

  • Located in Raleigh, NC
  • Offers personalized financial strategies
  • Available for introductory consultations
  • Team includes registered branch associates
Serves
Raleigh

Distilled from this business's own website.

Contact & Location

Address
3700 Glenwood Ave Ste 120, Raleigh, NC 27612
Phone
9195711381
Website
https://www.edwardjones.com/us-en/financial-adv...
Email
kevin.lunsford@edwardjones.com

Services

  • financial advising

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