John R Query
Financial Advising
Why pick this one
John R Query is a CFP®, CEPA®, and CRPC™ financial advisor in Carolina Beach serving clients with $750,000 plus.
Best for
- Retirement income planning
- Retirement savings planning
- Portfolio reviews
- Estate and legacy planning
- Entrepreneurs and business owners
- Clients with $750,000 or more to invest
Look elsewhere if
- Clients planning to invest less than $750,000
Specialties
- Retirement income strategies
- Retirement savings strategies
- Portfolio reviews
- Wealth strategies
- Estate and legacy strategies
- Entrepreneur and business owner planning
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Exit Planning Advisor®
- Chartered Retirement Planning Counselor™
What makes them different
- Accepting new clients
- Serving clients with $750,000 plus
- Holds CFP®, CEPA®, and CRPC™ certifications
- Focuses on entrepreneurs and business owners
- Located at 1206 Lake Park Blvd N, Suite H, Carolina Beach, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 1206 Lake Park Blvd NSuite H, Carolina Beach, NC 28428
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- John.Query@edwardjones.com
Services
- Financial advising
- Retirement planning
- Portfolio reviews
- Wealth planning
- Estate and legacy planning
- Exit planning