Edward Jones Investments: Jessica L. Villagrana
Simply stated, I partner with my clients to chart their course toward financial freedom. I have been a financial professional for over a decade, with in depth experience in crafting personalized retirement and legacy strategies. As an Edward Jones financial advisor, it is paramount to me to build authentic relationships by taking a holistic, consultative approach to helping individuals, families and business owners address what is most important to them. To learn more about me and Edward Jones, visit my website at https://www.edwardjones.com/jessica-villagrana.
Edward Jones Investments: Chad Virgil, AAMS® CFP® CLU® ChFC®
"We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information."
Edward Jones Investments: Eric Williams
We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.
Edward Jones Investments: Kathy Brommage, CFP®
"When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and see how personal service can make a difference."
Edward Jones Investments: Kevin Maley
"We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information."
Edward Jones Investments: Laura Clapp, CFP®
Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact me today.
Edward Jones Investments: Lee Shanklin
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.
Edward Jones Investments: Sharon Dickens
Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long-term. Let's discuss your goals during a financial review. Contact Sharon Dickens today.
MillenniumPG* - Michael Whitman
I help people! What I have tried to accomplish as a financial professional is to assist my clients in making informed financial decisions. Early on in my career I focused mainly on advising retirees to reach their income needs. I have cleaned up many messy situations over the years and have since transitioned my practice to the education of young professionals. My goal is to teach people about their finances so that they can have smoother transitions through all life’s challenges.
I have co-founded a program to help identify messy areas in my clients’ financial homes. I then educate them on their unique situation, so that they can fully understand the impact of their financial decisions. I truly believe that transparency and integrity are the keys to a successful partnership with my clients.
New York Life - John M. Crowell
919-704-8972
Take a moment and imagine yourself in retirement, how does it look? At New York Life we make sure that whatever those visions may be, they become a reality for individuals, families, and small business owners. As the New York Life agent in Chatham County, I design solutions based on your individual needs to create or fill the gaps in your personal financial plan with retirement income strategies, protection of your assets, and legacy planning all which utilize a tax advantaged focus allowing you to keep more of what you earn. Most plans simply involve moving your safe money into a future non-reportable retirement income stream.
Furthermore, in partnership with the New York Life Foundation, I am proud to offer bereavement training for local schools and non-profit organizations who work with children to aid in the grieving process for those who have lost loved ones, friends, or other significant persons in their lives. At New York Life we understand that life happens and after the loss of a family member, there is a need for not only emotional support but financial support to pay the mortgage, debts, final expenses, and the loss of income allowing for life to continue as close to normal as possible.
My goal is to ensure that everyone in Chatham County has the access to and the knowledge of the benefits of a sound financial plan focusing on tax advantaged strategies. As a member of a premier financial company with the highest ratings possible from the four major rating agencies and 170 years of experience serving policy holders, you can benefit from the portfolio of products, financial strength, and a history of providing value that New York Life provides. Furthermore, you will have the attention of a local person who will meet with you face to face, listen to your needs and develop a plan providing specific solutions for you.
Contact me today to get the conversation started.
Opus Financial Advisors
704-872-7671 800-277-7671 Toll Free 919-883-4349 Alt
Opus Financial Advisors is a premier financial planning and investment management firm with two locations in the heart of North Carolina. As one of the state's oldest independent advisors, Opus takes pride in helping people orchestrate their financial future and have confidence about their finances. We hope you will spend some time getting to know who we are and what we do. We believe what sets us apart from other firms in this industry is a long term, relationship based service model and sound financial counsel based on more than 80 years of cumulative experience. We’d like the chance to learn more about you and your family. Please visit our website to learn more about our team of advisors and the services we provide.
The Jester Group at Baird
The Jester Group’s team approach to wealth management has set us apart since 1987. As a family oriented office we are focused on working with multi-generation families in the areas of financial planning, wealth protection, charitable giving, wealth transfer, and growing wealth. We believe that gratitude and compassion should be key ingredients in the investment process in order to bring out the good that this business is capable of achieving.