Primerica

The advisor listed is an Ameriprise financial advisor in Lawrence. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Mission Statement: We deliver personalized financial advice and wealth management strategies to help mitigate risk and to be a steward for our clients' financial health and well-being. Client Value Proposition: We help those who want to increase their personal net worth. We help clients manage their wealth through recommending products and services for a strategic purpose: to help clients plan to achieve their financial goals. Our approach is refined, focused, and individually tailored to each client. Our goal is to always provide more value than our competition. Throughout the years of being in the business, our focus has not only been to expand our knowledge of both products and services, but to also assist with the emotional needs of our clients. We believe our financial planning strategy is the best way for you to plan to grow your personal net worth and accomplish your financial goals..................

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

Midwest Tax & Financial is dedicated to providing families and businesses in Lawrence, KS, with innovative financial strategies aimed at enhancing financial clarity and improving quality of life. Through a customized approach, they empower clients to navigate the complexities of the financial landscape with confidence and clarity. The company's focus on retirement planning includes the New Generation Retirement system, which emphasizes fiduciary responsibility, transparency, and technology. Their services also encompass asset allocation, risk management, and tax strategy development to help clients achieve their investment aspirations and manage their tax liabilities effectively. Generated from the website