Edward Jones - Financial Advisor: Nicholas A Kaplenski, CFP®
Why pick this one
Edward Jones - Financial Advisor: Nicholas A Kaplenski, CFP® focuses on retirement, wealth, estate, and legacy strategies for clients investing $250,000 or more.
Best for
- Retirement income planning
- Retirement savings strategies
- Estate and legacy planning
- Charitable giving strategies
- Entrepreneurs and business owners seeking financial planning
- Clients investing $250,000 or more
Look elsewhere if
- Clients planning to invest less than $250,000
Specialties
- Retirement Income Strategies
- Retirement Savings Strategies
- Charitable Giving
- Financial planning for entrepreneurs and business owners
- Wealth Strategies
- Estate and Legacy Strategies
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- CFP® certification
- Accepting new clients
- Serving clients with $250,000 plus
- Focus areas include retirement income and savings strategies
- Focus areas include estate, legacy, and charitable giving strategies
Distilled from this business's own website.
Contact & Location
- Address
- 422 North Howe Street, Southport, NC 28461
- Phone
- 9104576200
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- nicholas.kaplenski@edwardjones.com
Services
- Retirement planning
- Wealth planning
- Estate and legacy planning
- Charitable giving planning
- Financial planning for entrepreneurs and business owners
- Investment account services