Investing in Davie, North Carolina

2 found · ← All categories in Davie

Updated October 31, 2026

Edward Jones - Financial Advisor: Eric Haughwout

Investing

Advance, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Edward Jones - Financial Advisor: Steve M Talton

Investing

Mocksville, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Other categories in Davie

Investing in nearby counties

FAQ

What can an investing advisor in Davie help me plan?

The listed services include retirement income, asset management, estate and insurance planning, 529 college savings, charitable giving, and business succession or exit strategies.

What credentials should I check before hiring a financial advisor?

This listing cites the CERTIFIED FINANCIAL PLANNER™ practitioner designation, FINRA Series 7, Series 66, and Series 24 registrations, plus the Accredited Asset Management Specialist designation.

What is the typical financial-planning process?

The described process starts with an introductory meeting, followed by exploration and preliminary planning, detailed planning, and ongoing support.

Is this a good fit if I only need an insurance quote?

The listing says it may not be suitable for someone seeking only a standalone insurance policy quote; its services combine insurance planning with broader investment and financial planning.