Kevin Overcash, Financial Advisor located in Apex, NC

Financial Advisor
Kevin R Overcash

CFP®
56 Hunter St Suite 100, Apex, NC 27502opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Sustainable Investing
  • Employee Stock Options
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Sustainability
  • Fishing
  • Hiking

Team Members

  • Cyndi Wilson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 463-9943

Fax

(888) 644-4306

Office Address

56 Hunter St Suite 100
Apex, NC 27502opens in a new window

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