D.A. Davidson

As a Personal Financial Representative in Lexington, Ive gotten to know many local families. I understand that when it comes to preparing for your financial future, each persons needs are unique. Thats why when you contact me at my Lexington office, youll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

The McDaniel Corporation, based in Columbia, SC, is a reputable financial planning and consultation company. Specializing in tax services, retirement planning, investment management, business planning, and managing employee benefits, McDaniel offers a comprehensive range of services to meet various financial needs. With a focus on providing expert guidance and support, McDaniel assists clients in navigating the complexities of financial planning and achieving their long-term goals. Whether individuals require assistance with tax planning or businesses seek strategic business planning, McDaniel Corporation offers tailored solutions to help clients secure their financial future. Generated from their available business information