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Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA®
Personalized financial planning with a genuine touch—building confidence for your future, one goal at a time.
5(5 reviews)
$$$
Business
financial-advisor
financial-advising
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About Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA®
Alex G Nelson, a Certified Financial Planner™ and Certified Kingdom Advisor®, offers comprehensive financial advisory services through Edward Jones in Durham, NC. With a 5-star rating, Alex specializes in retirement planning, annuities, IRAs, life insurance, and long-term investment strategies. He takes a personalized approach, getting to know clients and their families to provide tailored advice that aligns with their unique goals and life stages. Known for his clarity, responsiveness, and genuine care, Alex makes complex financial topics accessible and empowering, helping clients navigate milestones with confidence and security.
Location
1911 Hillandale Rd Suite 1110, Durham, NC 27705, USA
Services Offered
Retirement Planning
Tailored strategies for IRAs, annuities, and long-term savings to secure your financial future.
Life Insurance Guidance
Expert advice on selecting and managing life insurance policies to protect your family and assets.
Investment Management
Personalized portfolio management focused on steady growth and aligning with your risk tolerance and goals.
Financial Goal Setting
In-depth consultations to understand your personal and family objectives, crafting clear, actionable plans.
Estate and Legacy Planning
Comprehensive planning to ensure your wealth is managed and transferred according to your wishes.
Reviews
5(5 reviews)
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