Edward Jones - Financial Advisor: Gary J Morea, CFP®

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Holistic wealth management and socially responsible investment strategies that focus on results while supporting your values.

Looking for comprehensive financial planning in Savannah, GA? Our team at Savannah Wealth Group is dedicated to providing thorough financial planning and advice to help you achieve your financial goals. With our expertise in retirement planning, investment management, business valuations, and insurance services, including life and disability, we have the knowledge and experience to guide you through every aspect of your financial journey. We're here to create a personalized financial plan tailored to your unique needs and aspirations. Contact us today and let's start planning your financial future together!