Edward Jones - Financial Advisor: Spencer B Nichols, CFP®|AAMS®|AFFP®
Financial Service
Why pick this one
Edward Jones - Financial Advisor: Spencer B Nichols, CFP®|AAMS® focuses on retirement income, estate and legacy, divorce finances, and business-owner strategies.
Best for
- Retirement income strategy planning
- Estate and legacy strategy planning
- Financial planning during divorce
- Entrepreneurs and business owners
- Wealth strategy planning
- College savings planning
Specialties
- Estate and legacy strategies
- Retirement income strategies
- Divorce finances
- Entrepreneurs and business owners
- Wealth strategies
- College savings
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Advisor holds CFP® certification
- Advisor holds AAMS® certification
- Focus areas include divorce finances and entrepreneurs and business owners
- Focus areas include estate and legacy strategies and retirement income strategies
- Web conferencing is listed among office options
Distilled from this business's own website.
Contact & Location
- Address
- 409 Becker Dr, Roanoke Rapids, NC 27870
- Phone
- +12525335912
- Website
- https://www.edwardjones.com/spencer-nichols
- spencer.nichols@edwardjones.com
Services
- Financial advising
- Retirement planning
- Estate planning
- Wealth management
- College savings planning
- Divorce financial planning
- Business-owner financial planning