Edward Jones - Financial Advisor: Russ Allen, AAMS®

White Rose Wealth Management, based in York, PA, is dedicated to providing personalized financial planning strategies that cater to individual goals and aspirations. With a combined experience of 120 years, their team emphasizes a goals-based approach to help clients navigate their financial journeys effectively. The firm prides itself on its commitment to serving the local community, offering services in financial planning, asset management, and investment advice. By prioritizing client interests and fostering meaningful relationships, White Rose Wealth Management aims to inspire clients to achieve a secure and fulfilling financial future. Generated from the website

The Financial Advisory Group in York, PA, specializes in helping families navigate their unique financial journeys through tailored planning and expert guidance. Their dedicated financial planners work closely with clients to uncover shared goals, focusing on creating comprehensive strategies that encompass all aspects of financial well-being. Targeting a diverse clientele, including young investors, small business owners, pre-retirees, and retirees, the firm aims to provide clarity and support for a range of financial objectives. By prioritizing a holistic approach to financial planning, they empower clients to pursue their dreams with confidence. Generated from the website

Northwestern Mutual, a leading financial services company, offers a comprehensive range of financial planning, insurance, and investment products tailored to meet individual goals and priorities. With a legacy of 167 years and backed by top financial strength ratings, the firm emphasizes personalized guidance through better conversations with financial advisors. Clients benefit from a holistic approach to financial planning that identifies and addresses gaps, ensuring better outcomes at every stage of life. By combining expert advice with exclusive financial products, Northwestern Mutual aims to empower individuals to achieve their financial aspirations while safeguarding their future. Generated from the website