Closed now
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.
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.
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Chuck Benway is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Hickory, NC make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
We possess the knowledge and experience to help individuals and businesses better understand financial solutions in all of these areas: * Asset Advice - Assisting in decisions about asset allocation and diversification of investment accounts. * Cash Flow Analysis - Helping clients understand true current cash flow and create a plan suitable for each clients individualized situation. * Education Expense - Providing options about paying for college. * Estate Planning - Preparation to help protect and pass on assets in the most effective & tax efficient manner. * Financial Planning - Overall assistance in building and protecting assets. * Insurance Analysis - Reviews of existing and potential insurance protections. Our Life Insurance Audit software makes it very easy to see how your current policies have performed. * Retirement - Mapping strategies to help achieve secure retirement.
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jennifer Miller is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Hickory, NC make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kelly Jones is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Hickory, NC make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.
