Edward Jones Investments
Investing
Why pick this one
Oak Crest Wealth Management provides financial, retirement, estate, and asset-management planning through offices in Arkansas and Oklahoma.
Best for
- Individuals seeking personalized financial planning
- Retirement accumulation and distribution planning
- Families planning for college through 529 plans
- Retirees transitioning to fixed retirement income
- Business owners planning succession and exit strategies
- Clients needing coordinated estate, insurance, and risk planning
Specialties
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning
- college savings and 529 planning
- retirement investing and distribution strategies
- business succession and exit strategy planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
- Accredited Asset Management Specialist
- FINRA Series 7
- FINRA Series 66
- FINRA Series 24
- LPL Financial affiliation
What makes them different
- Four offices in Bentonville, Little Rock, North Little Rock, and Grove & Jay
- Four-step process covering introductory meeting, preliminary planning, detailed planning, and ongoing support
- LPL Financial affiliation provides access to investment product offerings, account-view technology, and compliance support
- Plans are designed to adjust as clients' goals and circumstances change
- The firm serves individuals, families, retirees, and business owners
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 5054 Styers Ferry Rd, Lewisville, NC 27023-9634
- Phone
- +13367781004
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning
- investment strategy
- risk management
- business financial planning