Edward Jones - Financial Advisor: Laurie Laucks
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Laurie Laucks holds the CEPA® certification and focuses on business retirement plans, entrepreneurs, estate strategies, and military professionals.
Best for
- Business owners planning retirement or an eventual business exit
- Entrepreneurs seeking financial planning
- Clients addressing estate and legacy strategies
- Military professionals and veterans seeking financial advice
- Clients seeking a financial strategy review or investment account
Specialties
- Business retirement plans
- Entrepreneur and business owner financial planning
- Estate and legacy strategies
- Exit planning
- Financial planning for military professionals and veterans
Certifications
- CEPA® Certified Exit Planning Advisor®
What makes them different
- CEPA® Certified Exit Planning Advisor®
- Focus areas include business retirement plans and entrepreneurs and business owners
- Focus areas include estate and legacy strategies
- Focus area includes military professionals and veterans
- Office located at 820 Valley Road Suite 102 in Mocksville, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 207 Cooper Creek Dr Ste 105, Mocksville, NC 27028
- Phone
- (336) 751-0066
- Website
- https://www.edwardjones.com/laurie-laucks
- laurie.laucks@edwardjones.com
Services
- Financial advisory
- Retirement planning
- Estate and legacy planning
- Investment account services
- Financial strategy reviews