Keith W Johnson
Financial Advising
Why pick this one
Keith W Johnson holds CFP® and ChFC® certifications and focuses on wealth, retirement income, estate, and intergenerational strategies.
Best for
- Clients planning to invest $500,000 or more
- Entrepreneurs and business owners
- Retirement income planning
- Estate and legacy strategies
- Intergenerational planning
- Charitable giving strategies
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- Wealth strategies
- Entrepreneur and business owner planning
- Estate and legacy strategies
- Retirement income strategies
- Intergenerational planning
- Charitable giving
Certifications
- CFP®
- ChFC®
What makes them different
- Accepting new clients
- Serving clients with $500,000 plus
- CFP® and ChFC® certifications
- Focus areas include entrepreneurs and business owners, estate and legacy strategies, and intergenerational planning
- Web conferencing available
- Serves
- Hendersonville
Distilled from this business's own website.
Contact & Location
- Address
- 101 Chadwick Square CourtSuite C, Hendersonville, NC 28739
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- keith.w.johnson@edwardjones.com
Services
- Financial advising
- Investment account opening
- Financial strategy reviews
- Planning for major financial events