Edward Jones - Financial Advisor: Mary Rocca
Investing
Why pick this one
Oak Crest Wealth Management offers individualized investing and retirement planning through offices in Bentonville, Little Rock, North Little Rock, and Grove & Jay.
Best for
- retirement investing and distribution planning
- college savings and 529-plan planning
- business owners planning succession or an exit strategy
- asset management and investment strategy
- families combining estate, insurance, and charitable-giving planning
Specialties
- retirement investing and distribution strategies
- college savings and 529 plans
- business succession and exit strategy planning
- estate conservation
- risk management
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Accredited Asset Management Specialist
- FINRA Series 7
- FINRA Series 66
- FINRA Series 24
- LPL Financial affiliation
What makes them different
- Offices in Bentonville, Little Rock, North Little Rock, and Grove & Jay
- Four-step process covering introductory meetings, exploration and preliminary planning, detailed planning, and ongoing support
- Affiliation with LPL Financial, which provides investment product offerings, account-view technology, statements, tax forms, and compliance support
- Ken Kendall has held the CERTIFIED FINANCIAL PLANNER™ practitioner designation since 1999
- Thomas Shurgar is an Accredited Asset Management Specialist with experience in asset management and financial planning
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 211 Central Park Ave Ste F, Pinehurst, NC 28374-8804
- Phone
- +19102359098
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning
- investment strategy