Edward Jones - Financial Advisor: Kody Easter, CFP®|AAMS®|CRPC™
Why pick this one
Kody Easter holds CFP®, AAMS®, and CRPC™ certifications and focuses on retirement income, intergenerational planning, and clients with $500,000 or more.
Best for
- Clients with $500,000 or more to invest
- Retirement income planning
- Intergenerational financial planning
- Values and faith-based investing
- Women investors
- Business retirement plans
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- intergenerational planning
- retirement income strategies
- values and faith-based investing
- women investors
- business retirement plans
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
- Chartered Retirement Planning Counselor™
What makes them different
- Serves clients with $500,000 or more
- Focuses on intergenerational planning and retirement income strategies
- Offers values and faith-based investing
- Offers business retirement plans
- Provides web conferencing
- Serves
- Mt Airy
Distilled from this business's own website.
Contact & Location
- Address
- 304 E Independence Blvd, Mt Airy, NC 27030
- Phone
- 3367892079
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- kody.easter@edwardjones.com
Services
- financial planning
- retirement planning
- investment management
- business retirement planning
- financial strategy reviews
- account opening
- major financial event planning