Edward Jones - Financial Advisor: Tucker P Polston, CFP®
Why pick this one
Edward Jones - Financial Advisor: Tucker P Polston, CFP® offers retirement, estate, college savings, and business-owner planning in Wilmington.
Best for
- Retirement savings and retirement income planning
- Estate and legacy planning
- Entrepreneurs and business owners seeking financial guidance
- Charitable giving strategies
- College savings planning
Look elsewhere if
- Requests outside retirement, estate and legacy, business-owner, charitable giving, and college savings planning
- Clients requiring weekend office availability
Specialties
- Retirement savings strategies
- Retirement income strategies
- Estate and legacy strategies
- Financial planning for entrepreneurs and business owners
- Charitable giving strategies
- College savings strategies
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Financial Paraplanner Qualified Professional® (FPQP®)
What makes them different
- Tucker P Polston holds the CFP® certification
- Focus areas include retirement income, estate and legacy, charitable giving, and college savings strategies
- The office lists entrepreneurs and business owners as a focus area
- The team includes Nina White, a Registered Branch Associate with FPQP® certification
- Office located at 204 Arcadian Row Ste 130 in Wilmington, North Carolina
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 204 Arcadian Row, Ste 130, Wilmington, NC 28412
- Phone
- 9104522098
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- tucker.polston@edwardjones.com
Services
- Financial advisory
- Retirement planning
- Estate and legacy planning
- College savings planning
- Investment account services