Edward Jones
Financial Service
Why pick this one
Edward Jones advisor Kelli R Harmon holds the CFP® certification and focuses on retirement income, estate strategies, and intergenerational planning in Nags Head.
Best for
- Retirement income strategies
- Estate and legacy strategies
- Intergenerational planning
- Portfolio reviews
- Charitable giving strategies
Specialties
- Estate and legacy strategies
- Portfolio reviews
- Charitable giving
- Retirement income strategies
- Intergenerational planning
- Wealth strategies
Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®)
What makes them different
- Kelli R Harmon holds the CFP® certification
- Focus areas include estate and legacy strategies and intergenerational planning
- Offers portfolio reviews and retirement income strategies
- Provides web conferencing
- Office located at 103 E Mall Dr Suite B in Nags Head, North Carolina
- Serves
- Nags Head
Distilled from this business's own website.
Contact & Location
- Address
- 103 E Mall Dr Ste B, Nags Head, NC 27959
- Phone
- +12524731006
- Website
- http://www.EdwardJones.com/kelli-harmon
- kelli.harmon@edwardjones.com
Services
- Financial planning
- Investment strategy reviews
- Retirement income planning
- Wealth management
- Estate planning strategies
- Charitable giving strategies