Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
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Since 1988, Promark Financial offers a range of insurance and retirement products. The company provides life insurance, long-term care and disability income replacement policies. It offers retirement and business planning services. Promark Financial has partnerships with AIG American General and Old Mutual Financial Company. The company provides critical care insurance plans, as well as deferred and immediate annuities. In addition, it offers 401(k) and 403(b) plans. Promark Financial supports an employee benefit program. The company has alliances with the Synergy Financial Group, Innovative Marketing Strategies and Advantis Insurance Services. Promark Financial also operates a service center.
I am an investment advisor representative designed to objectively provide advice without conflict of interest. My mission is to be transparent with my clients and provide advice that is truly in their best interest. I operate with the highest of fiduciary standards and consider a long-term relationship built on trust and transparency to be my ultimate goal. -Insurance Planning -Retirement Planning (Annuities, Managed accounts) -Investment Planning (Mutual Funds, ETF, Managed Accounts) Retirement plans (401k Profit Sharing, Defined Benefit pension Plans ,..) -Disability Insurance -Long term care insurance -Buy Sell Agreement
Closed now
Closed now
