Merrill Lynch Wealth Management

Legacy Financial Group - Raymond James in Williamsburg, VA is a dedicated financial advisory firm that prioritizes understanding their clients above all else. With a personalized approach, they work closely with individuals, families, business owners, and retirees to create tailored financial plans that address every aspect of their financial lives. The team at Legacy Financial Group offers comprehensive planning services, including business planning, education planning, estate planning, retirement planning, and sustainable investing. Their structured process, analytical insights, and personalized guidance ensure that clients receive sound financial guidance for every stage of life and for every generation of their family.Generated from the website

Primerica, based in Newport News, VA, has been empowering families for over 48 years by providing essential financial education and solutions tailored to help them achieve a secure financial future. Their licensed Representatives offer guidance on topics such as term life insurance, investments, and debt solutions, emphasizing a people-first philosophy and community-focused approach. With a commitment to financial independence for middle-income families, Primerica stands out for its unique understanding of clients' needs, as their Representatives come from diverse backgrounds themselves. The company's dedication to excellence is reflected in its numerous awards and recognitions, including being named the #1 Most Trusted Life Insurance Company in 2022 by Investor's Business Daily. Generated from the website