Edward Jones - Financial Advisor: Kevin R Overcash, CFP®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Kevin Overcash is a Certified Financial Planner (CFP®) and financial advisor based in Apex, North Carolina. He provides personalized financial planning and investment guidance to local clients. Kevin specializes in retirement planning, education savings strategies, and tax-efficient investment management. His approach emphasizes face-to-face conversations to understand clients' financial goals and help them achieve long-term success.

Reviews

Location

Business Information