Financial consultant Edward Jones – Financial Advisor: Nicholas Hulsey, CFP®|CEPA® 3700 Glenwood Ave Suite 120, Raleigh, NC 27612
At Edward Jones, Financial Advisor Nicholas Hulsey, CFP®|CEPA® specializes in providing comprehensive financial consulting services tailored to meet your unique financial goals. Located at 3700 Glenwood Ave Suite 120 in Raleigh, NC, Nicholas is dedicated to helping clients navigate investment strategies, retirement planning, and wealth management. Whether you are looking to build your investment portfolio or plan for a secure retirement, Nicholas and his team are here to assist you. To learn more or to schedule a consultation, please call (919) 896-6025 or visit our website.
Services Offered
- Investment Management
- Retirement Planning
- Wealth Management
- Financial Planning
- Tax Strategies
How Engagements Work
During your initial consultation, Nicholas will discuss your financial goals and assess your current financial situation. This collaborative approach ensures that your financial plan aligns with your objectives. Bring relevant documents such as income statements, tax returns, and any existing investment portfolios to make the most of your meeting.
What to Expect at a Consultation
Expect a friendly environment where your financial concerns are treated with confidentiality and professionalism. Nicholas will guide you through various options and strategies suited to your needs, allowing you to make informed decisions about your financial future.
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Learn more about Nicholas Hulsey
FAQ
- What services does Nicholas Hulsey provide?
Nicholas offers investment management, retirement planning, and wealth management services, among others. - How do I schedule a consultation?
You can schedule a consultation by calling (919) 896-6025 or visiting the Edward Jones website. - What should I bring to my first meeting?
Bring documents such as income statements, tax returns, and any existing investment portfolios. - Is there a fee for the initial consultation?
Typically, the initial consultation is complimentary, but it's best to confirm when you schedule your appointment. - How often will I meet with my advisor?
Meeting frequency can vary based on your needs, but regular check-ins are encouraged to review your financial progress. - Can Nicholas help with tax strategies?
Yes, Nicholas offers guidance on tax strategies as part of his comprehensive financial planning services. - What is the investment philosophy at Edward Jones?
Edward Jones focuses on long-term investment strategies tailored to individual client goals and risk tolerance. - How can I contact Nicholas Hulsey directly?
You can contact him at (919) 896-6025 for any inquiries or to set up an appointment.
Informational only — not legal, financial, or insurance advice.
Financial consultant Edward Jones – Financial Advisor: Nicholas Hulsey, CFP®|CEPA®
3700 Glenwood Ave Suite 120, Raleigh, NC 27612
(919) 896-6025
https://www.edwardjones.com/us-en/financial-advisor/nicholas-hulsey
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