Edward Jones
Financial Advising
Why pick this one
Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.
Best for
- retirement income planning
- families planning college savings through 529 plans
- business owners preparing succession or exit strategies
- individuals needing coordinated estate, insurance, and asset management planning
- clients seeking ongoing financial plan adjustments as life circumstances change
Look elsewhere if
- people seeking only a standalone insurance policy quote
Specialties
- retirement planning
- estate planning
- insurance planning
- college savings and 529 plans
- business succession and exit strategy planning
- charitable giving
- asset management
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner designation
- FINRA Series 7 registration
- FINRA Series 66 registration
- FINRA Series 24 registration
- Accredited Asset Management Specialist designation
What makes them different
- Four office locations across Bentonville, Little Rock, North Little Rock, and Grove & Jay
- Ken Kendall has held the CERTIFIED FINANCIAL PLANNER™ practitioner designation since 1999
- The planning process includes introductory meeting, exploration and preliminary planning, detailed planning, and ongoing support
- Affiliation with LPL Financial provides investment products, account viewing technology, clearing, and compliance support
- 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
- 780a Nw Broad St Ste 200, Southern Pines, NC 28387-4100
- Phone
- +19106923411
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning