Edward Jones - Financial Advisor: Laurie Laucks, CEPA®
Why pick this one
Edward Jones - Financial Advisor: Laurie Laucks, CEPA® focuses on business retirement plans, entrepreneurs and business owners, and estate and legacy strategies.
Best for
- Business owners seeking retirement plan guidance
- Entrepreneurs needing financial advisory support
- Clients planning estate and legacy strategies
- Military professionals and veterans seeking financial guidance
- Clients seeking a Certified Exit Planning Advisor®
Specialties
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Military Professionals & Veterans
Certifications
- Certified Exit Planning Advisor® (CEPA®)
What makes them different
- Laurie Laucks holds the Certified Exit Planning Advisor® (CEPA®) certification
- Focus areas include business retirement plans and entrepreneurs and business owners
- Focus areas include estate and legacy strategies and military professionals and veterans
- Office appointments are available Monday through Saturday, with Saturday by appointment
Distilled from this business's own website.
Contact & Location
- Address
- 820 Valley Road, Suite 102, Mocksville, NC 27028
- Phone
- 3367510066
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- laurie.laucks@edwardjones.com
Services
- Financial advisory
- Retirement planning
- Estate and legacy strategy planning
- Investment account opening
- Financial strategy reviews