Rankin McKenzie

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

Broad Reach Partners is a Durham-based company that specializes in providing customized risk management solutions for entrepreneurial companies and high net worth families. With a creative bespoke philosophy, they offer captive insurance consulting, innovative reinsurance options, and custom investment and wealth management services through their affiliated companies. Their integrated and comprehensive captive management services help clients navigate risk transfer options and regulatory compliance issues, ensuring tailored solutions that align with their objectives. As pioneers in the field, Broad Reach brings the benefits of reinsurance to captive insurance companies, diversifying risk, increasing underwriting profit, and optimizing capital reserves. They also focus on building made-to-measure approaches that precisely fit within clients' risk budgets and capital objectives, offering exceptional access to non-generic investment opportunities. With a track record of guiding clients through fluctuating markets and changing tax and legislative climates, Broad Reach Partners is trusted for their informed, personalized, and high-performance risk management services.Generated from the website

Overbrook Management Corporation is a wealth advisory firm based in Durham, NC, with a rich heritage spanning over 75 years. Committed to putting clients first, their team of experienced professionals leverages their intellectual capital and expertise to meet the investment and financial needs of their clients. With a focus on long-term capital appreciation, Overbrook strategically builds portfolios consisting of companies across all market caps that exhibit attractive growth profiles and moderate turnover. Their investment team boasts over 90 years of collective investment management experience, ensuring a wealth of knowledge and expertise in serving their clients' financial goals.Generated from the website