Edward Jones - Financial Advisor: Laura M Clapp, CFP®|CEPA®
Why pick this one
Edward Jones - Financial Advisor: Laura M Clapp, CFP®|CEPA® serves clients with $500,000-plus and focuses on retirement, business-owner, and intergenerational planning.
Best for
- Clients planning to invest $500,000 or more
- Entrepreneurs and business owners
- Healthcare professionals
- Retirement savings and income planning
- Intergenerational planning
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- wealth strategies
- retirement savings strategies
- retirement income strategies
- intergenerational planning
- entrepreneur and business-owner planning
- healthcare professional planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor®
- Accredited Asset Management Specialist™
What makes them different
- Accepting new clients
- Serves clients with $500,000 plus
- Laura M Clapp holds CFP®, CEPA®, and AAMS® certifications
- Focuses on entrepreneurs and business owners
- Offers web conferencing
Distilled from this business's own website.
Contact & Location
- Address
- 301 E Raleigh St, Siler City, NC 27344
- Phone
- 9196631051
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- laura.clapp@edwardjones.com
Services
- financial advising
- wealth planning
- retirement planning
- investment account opening
- financial strategy reviews
- major financial event planning