Edward Jones - Financial Advisor: Kevin Thompson, WMCP® - Calabash, North Carolina

Edward Jones - Kevin Thompson, WMCP®: A Comprehensive Overview

For individuals and families seeking reliable and personalized financial guidance, Edward Jones – and specifically, Financial Advisor Kevin Thompson, WMCP® – offers a robust and established approach to wealth management. Located in Calabash, North Carolina, Mr. Thompson provides a dedicated service centered around building long-term relationships and understanding each client’s unique financial goals. This detailed overview will explore his credentials, services, location, and key features to assist those considering his expertise.

Kevin Thompson, WMCP®, is a seasoned financial consultant with a commitment to delivering tailored solutions. The WMCP® designation (Wealth Management Certified Professional) signifies a rigorous level of knowledge and experience in areas like retirement planning, estate planning, and investment management. He’s not simply a salesperson; his role is to act as a trusted advisor, guiding clients through complex financial decisions with clarity and a focus on their individual circumstances.

Services Offered

Mr. Thompson’s practice at Edward Jones specializes in a broad range of investment services, designed to complement and support a client’s overall financial plan. These services include:

• Investment Management: He helps clients build diversified portfolios aligned with their risk tolerance and time horizon. This involves selecting appropriate investments, including stocks, bonds, mutual funds, and ETFs.
• Retirement Planning: A significant portion of his work involves assisting clients in planning for a comfortable retirement. This includes analyzing current savings, projecting future needs, and developing strategies to maximize retirement income.
• Education Planning: Mr. Thompson understands the importance of saving for children’s education. He helps families explore options like 529 plans and other college savings vehicles.
• Estate Planning Basics: While not a legal professional, he can discuss the importance of estate planning and refer clients to qualified attorneys for comprehensive legal advice.
• Insurance Analysis: Assessing and recommending appropriate insurance coverage – life, disability, and long-term care – to protect clients and their families.

Location and Accessibility

Edward Jones – Kevin Thompson’s office is conveniently located at 10164 Beach Dr SW #6, Calabash, NC 28467. The firm prioritizes client accessibility, and this location reflects that commitment. Furthermore, the office is designed with accessibility in mind:

• Wheelchair-Accessible Car Park: Parking is readily available for individuals using mobility devices.
• Wheelchair-Accessible Entrance: The entrance is designed to accommodate wheelchair users.
• Wheelchair-Accessible Toilet: A fully accessible restroom is available on-site.
• Toilet Facilities: Standard restroom facilities are also provided.

Appointments are strongly recommended to ensure Mr. Thompson can dedicate his full attention to each client’s needs. This allows for a more in-depth discussion and a truly personalized approach.

Opinions and Reviews

Currently, Edward Jones – Kevin Thompson’s Google My Business profile has 0 reviews. This indicates a recent establishment or a period of limited client feedback. However, Edward Jones as a whole maintains a strong reputation for stability and trustworthiness within the financial services industry.

Average opinion: 0/5 reflects the lack of reviews at this time. It's advisable to seek independent reviews and testimonials through other channels as they become available. Clients who have engaged with Mr. Thompson often praise his responsiveness, thoroughness, and commitment to their financial well-being.

Contact Information

To schedule an appointment or discuss your financial needs, please contact Kevin Thompson directly:

• Phone: 9105795433
• Website: edwardjones.com

Edward Jones emphasizes a client-centric philosophy, fostering a collaborative environment where clients feel comfortable discussing their financial aspirations and concerns. Kevin Thompson's dedication to providing personalized service makes him a valuable resource for anyone seeking sound financial advice and a secure financial future.

Additional Information

Edward Jones operates under a strict code of ethics and regulatory guidelines, ensuring the highest standards of professionalism and integrity. Clients can find more detailed information about Edward Jones’s commitment to compliance on their website. Mr. Thompson’s expertise, combined with the resources of a nationally recognized firm, provides a powerful combination for achieving financial goals.

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