Edward Jones - Financial Advisor: Joe Quig, CFP®|ChFC®

Sherpa Financial provides guidance in planning for retirement with experience in income management so that you don't outlive your savings. We are committed to helping our clients make smart decisions about their wealth while developing long term investment strategies.

Using advanced processes, we can deliver multiple quotes to help find the right coverage at a competitive price point. Plus, our advisors will make sure you understand your policy

Independence Wealth Services is a financial advisory firm based in Hockessin, DE, serving a diverse clientele of business owners, corporate executives, and legal and medical professionals. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER professionals, MBAs, Chartered Financial Analyst charterholders, and a Certified Public Accountant, the firm offers personalized coaching and expertise to help clients make the most of their financial resources and achieve long-term goals. With a focus on understanding clients' concerns, fears, and hopes, Independence Wealth Services applies their collective in-house expertise to provide guidance and strategies tailored to each individual's financial success. The firm's comprehensive services cover financial planning, investments, taxes, and insurance, ensuring that clients receive holistic and independent advice to safeguard and grow their assets for the future.Generated from the website