Stonebridge Financial Solutions

At EDWARD JONES INVESTMENTS - Jeff Wakefield in Greenville, NC, individuals, families, and small businesses receive dedicated financial support to achieve their investment objectives and financial planning aspirations. Tailored solutions are at the core of their services, spanning investment management, retirement and estate planning, and education savings programs. The firm's nationwide network of financial advisors ensures personalized guidance and steadfast support, fostering enduring advisor-client relationships built on consultations and ongoing assistance as clients navigate life's different phases. EDWARD JONES INVESTMENTS - Jeff Wakefield in Greenville, NC, distinguishes itself by prioritizing individualized client care and bespoke financial strategies over generic, transactional interactions. By focusing on thoughtful planning and personalized approaches, the firm aims to make comprehensive financial planning accessible and effective for a diverse range of investors. Through their commitment to tailored solutions and client-centered service, they empower clients to prepare confidently for their financial future and navigate the complexities of investment management with clarity and assurance. Generated using this brand's available information

Carolina Financial Services Group, located in Greenville, NC, is a Registered Investment Advisor dedicated to helping clients securely transition into retirement. With a focus on risk management, the firm offers tailored strategies that ensure a reliable source of income throughout retirement while promoting peace of mind. Their services include Lifetime Income Maps for Life, portfolio management, Social Security strategy sessions, and tax-free retirement planning. Committed to building a financial bridge for pre-retirees and retirees, Carolina Financial Services Group aims to empower clients to enjoy their golden years to the fullest. Generated from the website