Legacy Financial Advisors

Cary Street Partners is a leading independent wealth management firm with a partnership culture, serving individuals, families, and institutions across six states through 17 offices. Their mission is to facilitate growth and provide comprehensive solutions in areas such as financial and estate planning, asset management, life insurance strategies, and retirement services. Recognized by USA Today for the second consecutive year, Cary Street Partners is committed to elevating wealth management to a higher standard, offering services including research and portfolio advisory, as well as being invited by the NYSE to ring the closing bell in recognition of their successful launch of Fairlead Tactical Sector ETF. Generated from the website

Cary Street Partners is a leading independent wealth management firm dedicated to excellence across various aspects of its business. With 20 offices in seven states, the firm operates within a partnership culture to provide comprehensive wealth management solutions to individuals, families, and institutions. Specializing in areas such as wealth planning, asset management, and business retirement plans, Cary Street Partners emphasizes client growth and financial well-being. The firm prides itself on its resilient performance amid market fluctuations, offering insights and expert advice to navigate the complexities of financial landscapes. Generated from the website

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy