Paul J Bunke
Financial Advising
Why pick this one
Paul J Bunke is a CFP® serving clients with $500,000 plus, with focus areas including retirement income and intergenerational planning.
Best for
- Clients with $500,000 or more to invest
- Retirement income planning
- Portfolio reviews
- Business retirement plans
- Intergenerational planning
Look elsewhere if
- Clients planning to invest less than $500,000
Specialties
- wealth strategies
- retirement income strategies
- portfolio reviews
- business retirement plans
- intergenerational planning
Certifications
- CFP®
- CERTIFIED FINANCIAL PLANNER®
What makes them different
- Serves clients with $500,000 plus
- Paul J Bunke holds the CFP® certification
- Offers business retirement plan services
- Offers intergenerational planning
- Provides web conferencing
Distilled from this business's own website.
Contact & Location
- Address
- 124 W Kapp Street Suite C, Dobson, NC 27017
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- paul.bunke@edwardjones.com
Services
- financial advising
- wealth management
- retirement planning
- portfolio review
- business retirement planning
- intergenerational financial planning