Edward Jones - Financial Advisor: Paul J Bunke, CFP®
Why pick this one
Edward Jones - Financial Advisor: Paul J Bunke, CFP® serves clients with $500,000 plus and focuses on retirement income strategies.
Best for
- Clients with $500,000 or more to invest
- Retirement income strategy planning
- Portfolio reviews
- Business retirement plans
- Intergenerational planning
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- wealth strategies
- retirement income strategies
- portfolio reviews
- business retirement plans
- intergenerational planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Serves clients with $500,000 plus
- Paul J Bunke holds the CFP® certification
- Offers retirement income strategies
- Offers business retirement plans
- Includes Sharon Hall as Senior Branch Office Administrator
Distilled from this business's own website.
Contact & Location
- Address
- 124 W Kapp Street, Suite C, Dobson, NC 27017
- Phone
- 3363860846
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- paul.bunke@edwardjones.com
Services
- wealth management
- retirement planning
- portfolio reviews
- business retirement planning
- intergenerational financial planning