Business Details
About
Investment ServiceEdward Jones
Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.
Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: Nicholas A Kaplenski, CFP®
422 North Howe Street, Southport, NC
28461, United States
Hours
Reviews
4.9
7 reviews
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- TLTracy LovingDec 15, 20255.0I am so happy my neighbors recommended that my husband talk to Nick at Edward Jones years ago. I’ve just recently met with him and I see why everyone has so many great things to say about him. He’s helped us through some financial issues we didn’t know how to handle on our own. He’s a great guy and so easy to talk to. He cares about people and how they will be affected by their choices. If you need help with investing, money concerns, figuring out what your options are, or anything financial Nick is a great go to guy. Inheritance stuff is so hard to understand and Thankfully, he’s able to understand my rambling thoughts and has patience and great ideas for us to do what works best for us. Thank you Nick !!
- KWKiera WalkerDec 9, 20255.0I’ve worked with Nicholas following the passing of my father, and he has been nothing but thoughtful, patient, and genuinely supportive through every step. He never rushes anything, explains everything clearly, and he’s always easy to reach when questions or needs come up. Nicholas has helped make a difficult financial situation feel manageable and straightforward, and I’m really grateful for how personable and sincere he is in what he does. It’s rare to find someone in finance who feels like a real person first — and Nicholas definitely does. I highly recommend him.
- RPRobert and Misty PrestonDec 5, 20185.0We've know Mr. kaplenski, "Nick" to us, for many years. Honesty is the best word that comes to mind when we think of him and his office. Highly recommend a conversation with him, if you are in the market for financial services. You won't be disappointed.
- GRGeorge RaySep 25, 20144.0Nick stopped by to introduce himself and see if he could help us with any financial services. While we were not in the market for any new services, he made a good impression.
Frequently Asked Questions About Edward Jones - Financial Advisor: Nicholas A Kaplenski, CFP®
What financial services does Edward Jones - Financial Advisor: Nicholas A Kaplenski offer?
Edward Jones provides personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to individual client needs.
What are the office hours for this Edward Jones financial advisor in Southport?
The office is open Monday to Friday from 8:00 AM to 4:00 PM, and appointments are available on weekdays by appointment only.
Where is Edward Jones - Financial Advisor: Nicholas A Kaplenski located?
The office is located at 422 North Howe Street, Southport, NC 28461, USA.
How can I schedule an appointment with Nicholas A Kaplenski at Edward Jones?
Appointments can be scheduled online via their contact page at https://www.edwardjones.com/us-en/financial-advisor/nicholas-kaplenski/contact/.
What languages are spoken at Edward Jones - Financial Advisor: Nicholas A Kaplenski?
The financial advisory services are provided in English.
Does Edward Jones offer any online tools for retirement planning?
Yes, they offer a Retirement Savings Calculator available at https://www.edwardjones.com/preparing-for-your-future/calculators-checklists/calculators/retirement-savings-calculator.html to help clients plan for retirement.
What are some nearby places I can visit before or after my appointment at Edward Jones?
Nearby you can visit Southport Cheese Shoppe and Side Street Bakery for local specialty foods, or The Saucy Southerner restaurant for southern cuisine.
Are there any wellness or spa services near Edward Jones in Southport?
Yes, places like Southport Healing Arts, River Sound Massage, LLC, and Calming Ground offer massage therapy and holistic wellness services nearby.
Where can I find beauty and salon services close to Edward Jones' Southport office?
Nearby beauty and salon services include The Cutting Edge nail salon, Hankins Barber Shop and Boutique, and South C's Salon.
What other financial advisory competitors are similar to Edward Jones - Financial Advisor: Nicholas A Kaplenski?
Some competitors include Merrill Lynch, Wells Fargo Advisors, LPL, Ameriprise, and Schwab.