Published by:
Referral Marketing Solutions
Ph. 630-712-4617
Ph. 630-896-1947
Referral Directory
Category: Investments Location: All Locations
Select Location
Found 4 matches for search
Edward Jones Investments For decades, we've believed in building relationships through face-to-face interaction, and adhering to a strategy of recommending quality investments that have proven themselves over time. we understand that this approach might be considered unfashionable. But if it means helping our clients achieve their goals, whether for retirement, education, or just financial security, it's an approach we plan to stick to.
Additional Information about Edward Jones Investments
Legacy Financial Planning & Wealth Management I have been involved with the financial services industry since 1997 dedicated primarily to client’s retirement needs. I increase my knowledge by attending many wealth management seminars and workshops to keep abreast of the ever changing financial issues that many people find to be confusing. I am able to pass the information along through articles that I write for local newspapers. I’ve made the commitment of being a trusted advisor by earning the Certified Financial Planner™ (CFP), the Chartered Financial Consultant (ChFC) and the Certified Senior Advisor (CSA) designations. In addition, I am a member of the Financial Planning Association. As a requirement for each of these designations, I participate in continuing education to learn the newest strategies and updated regulations and how they affect my client’s financial future.
I specialize in helping individuals build and protect their financial future so they can achieve their goals and dreams in life.
My areas of specialty include:
Retirement Income Planning
Retirement & Estate Planning
o Individual Retirement Accounts (IRA)
o 401(k) / 403(b) Rollovers
o Distribution Planning
College Funding
Financial Planning & Investment Advisory
Additional Information about Legacy Financial Planning & Wealth Management
Primerica Financial Services Helping Families In Becoming Properly Protected, Debt Free & Financialy Independent With Products Including Life, Auto & Home Insurance, Debt Consolidation, Long-Term Care and Retirement Planning.
For A Free Financial Needs Analysis Please Give Me A Call.
Additional Information about Primerica Financial Services
WaterSeed Wealth Management, Ltd. At WaterSeed weatlh management ltd., service is our Priority!
From investment choices to reports on how your investments are doing, it is our goal to provide a wide variety of investments and services to meet your needs.
Some of the products and services available are:
Stocks*
Bonds*
Mutual Funds*
CD's *
Variable* and Fixed Annuities
Term and Variable Life Insurance Products
Long Term Care Insurance
Advisory Services*
Brokerage Services*
529 Plans
Retirement Plans for Companies
Financial Planning
Budgeting and Money Management
And so much more....
Additional Information about WaterSeed Wealth Management, Ltd.
Disclaimer: MyReferralDirectory.com does not represent or endorse the any of the listings included in this
Directory, or the quality of any products, information, or services displayed, purchased, or
obtained by you as a result of an offer in connection with any listing. Please do your own due
diligence before purchasing any product or service. This Directory is intended as a good will
effort to enable the public to access the businesses listed. Each member has certified that all
information is valid and correct, and that all references are true clients of the business.
