Ameriprise Financial - Paul Terrey

Thomason Financial Services LLC is an accounting firm located in Durham, NC, specializing in a wide range of financial services including business consulting, tax planning and preparation, and personal financial planning. With over 15 years of experience, the firm emphasizes its role as a valuable competitive edge for its clients. As of July 1, 2023, the principal of Thomason Financial Services has retired, leading to the closure of new client acceptance and response to contact requests. The firm remains committed to serving existing clients with resources and strategic guidance tailored to their financial needs. Generated from the website

Located in Durham, NC, Edward Jones Investments is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their financial aspirations and navigating complex investment landscapes. Specializing in personalized guidance, they focus on crafting tailored solutions in investment management, retirement planning, estate planning, and education savings programs. This firm boasts a nationwide presence with committed financial advisors who prioritize fostering robust relationships with clients through in-depth consultations and continuous support, ensuring clients are well-prepared for the various stages of life. Edward Jones Investments in Durham takes a client-centric approach, emphasizing the importance of bespoke strategies over cookie-cutter solutions, thereby ensuring a thoughtful planning experience that caters to a diverse range of investors. By offering personalized care and steering clear of generic, transactional interactions, Edward Jones makes the intricacies of financial planning accessible and manageable for all clients, irrespective of their investment background or goals. Generated using this brand's available information