Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: 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
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- KSKevin SheaMay 8, 20235.0I have had the pleasure of meeting with Nick and discussing various investments and tax strategies. He is an engaging and astute adviser who is interested in both the personal and professional financial success of his clients. He is knowledgeable and up to date on tax laws and strategic wealth management. If you need investment advice or just want to talk about hunting or fishing call Nick or stop by his office on Howe Street and have him help you achieve your financial goals.
- FSFred SpielbergerDec 14, 20225.0Nick and I met socially several years ago and he invited me to go fishing with him. We hit it off and have been friends since. I recently had the opportunity to discuss my financial goals with him. We had several meetings at his office and I was impressed with his professionalism and preparedness. He was generous with his time and he made me think about important issues that no advisor had brought to my attention before. I highly recommend Nick.
- 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.