Edward Jones - Financial Advisor: Nicholas A Kaplenski, CFP® - Southport, North Carolina

Edward Jones – Financial Advisor: Nicholas A Kaplenski, CFP® – A Comprehensive Overview

For individuals and families seeking comprehensive financial guidance, Edward Jones – Financial Advisor: Nicholas A Kaplenski, CFP® presents a dedicated and experienced service. Located at 422 N Howe St, Southport, NC 28461, United States, Mr. Kaplenski offers personalized financial solutions designed to meet a wide range of needs. His firm’s commitment to building long-term relationships, coupled with his credentials as a Certified Financial Planner™ (CFP®), establishes him as a trusted advisor within the community.

Nicholas A Kaplenski, CFP®, specializes in providing a holistic approach to financial planning. His core competencies include acting as a financial consultant, a finance broker, an investment service provider, and a stock broker. However, Mr. Kaplenski’s expertise extends far beyond simply buying and selling investments. He focuses on understanding a client’s unique circumstances – encompassing their financial goals, risk tolerance, and time horizon – to craft tailored strategies. This consultative approach distinguishes him from more transaction-oriented advisors.

Key Services and Specializations

Mr. Kaplenski's services encompass a broad spectrum of financial planning areas. These include:

• Investment Management: He helps clients build and manage diversified investment portfolios designed to align with their financial objectives. This involves careful asset allocation, security selection, and ongoing performance monitoring.
• Retirement Planning: A significant focus is placed on helping clients plan for a comfortable and secure retirement. This includes estimating retirement income needs, developing savings strategies, and exploring various retirement account options.
• Tax Planning: Recognizing the importance of minimizing tax liabilities, Mr. Kaplenski offers guidance on tax-efficient investment strategies and incorporates tax considerations into overall financial plans. He maintains a strong understanding of current tax laws and regulations.
• Estate Planning: He collaborates with estate planning attorneys to ensure clients’ assets are protected and distributed according to their wishes.
• Education Planning: Assistance is provided to families looking to save for their children’s education, exploring options such as 529 plans and other educational savings vehicles.

Accessibility and Convenience

Edward Jones prioritizes client convenience and accessibility. The Southport office is equipped to accommodate clients with varying needs. Specifically, the location offers:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet facilities

Appointments are highly recommended to ensure dedicated attention and facilitate in-depth discussions. Mr. Kaplenski understands the value of personalized service and strives to provide a comfortable and productive environment for all clients.

Client Feedback and Reputation

Based on publicly available information, clients consistently express satisfaction with Mr. Kaplenski’s services. The company maintains 5 reviews on Google My Business, and the average opinion is 4.8/5. These reviews consistently highlight his engaging communication style, his dedication to understanding client needs, and his thorough knowledge of financial matters. Clients appreciate his proactive approach to financial planning and his willingness to address their concerns with transparency and honesty. He demonstrates a genuine interest in both the client’s personal and professional financial success, fostering a strong sense of trust and rapport. Many clients mention his ability to explain complex financial concepts in a clear and understandable manner.

Further Information

To learn more about Nicholas A Kaplenski, CFP® and the comprehensive financial services he offers, we encourage you to visit the Edward Jones website: edwardjones.com. You can also contact the office directly at 9104576200. Mr. Kaplenski is committed to providing sound financial advice and helping clients achieve their long-term goals. His dedication to client service and his expertise make him a valuable resource for anyone seeking financial guidance. The firm’s commitment to inclusivity is evident in its accessible facilities, demonstrating a proactive approach to meeting the needs of all clients.

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👍 Reviews of Edward Jones - Financial Advisor: Nicholas A Kaplenski, CFP®

Kevin S.

5/5

I 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.

Fred S.

5/5

Nick 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.

Robert A. M. P.

5/5

We'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.

George R.

4/5

Nick 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.

Kevin O.

5/5