Edward Jones

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Loftus Wealth Strategies is a registered investment advisory firm based in Ocean View, DE, and Ponte Vedra, FL. With a commitment to providing personalized financial planning services, their team helps individuals create retirement strategies tailored to their unique needs and objectives. Through a holistic approach to financial planning, they aim to grow and protect their clients' savings, regardless of market conditions. With a focus on building long-term relationships, Loftus Wealth Strategies offers a comprehensive process that includes evaluating clients' current financial situations, determining their risk tolerance, and envisioning retirement goals. They then execute investment strategies and provide ongoing education to ensure clients stay informed about their accounts. Their expertise extends to life insurance, which they highlight as an asset that can help protect against tax rate increases and provide benefits while the insured is still living.Generated from the website

Financial Security For Life, Inc is a reputable financial services company based in Frankford, DE. Specializing in personalized financial planning and investment strategies, the company assists individuals and families in achieving long-term financial stability. With a focus on comprehensive wealth management, Financial Security For Life, Inc offers a range of services to help clients secure their financial future. Their experienced team provides expert guidance and tailored solutions to address each client's unique financial goals and needs. Generated from their business information