Edward Jones - Financial Advisor: James Burke

Bedel Financial Consulting

At Bedel Financial Consulting, we are committed to helping you achieve your financial goals. We adhere to the highest fiduciary standard of care, with no commissions, no products to sell, and no conflicts of interest. We prioritize transparency and trust, so you can have confidence in your financial decisions. Our comprehensive wealth management services ensure that your success comes first. Our team of experienced professionals is dedicated to providing personalized guidance and strategies tailored to your specific needs. With decades of experience, we have the knowledge and resources to provide you with the peace of mind that comes from working with an experienced financial advisor. Let us help you make the most of your future.

Edelman Financial Engines

Edelman Financial Engines is a nationwide financial planning office, providing personalized advice and services to clients to help them reach their financial goals. Our experienced financial advisors understand that each person's wealth and needs are unique, so we offer an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning. We have offices all over the country, including our office in Charleston at Leeds Park International off I-526. Schedule a meeting with one of our financial planners today to get started. At Edelman Financial Engines, we take pride in our team of qualified advisors who are committed to offering exceptional service and support to every client. Our goal is to provide a comprehensive approach to financial planning that takes into account the individual's specific objectives and goals. We believe that by taking the time to understand your unique situation, we can help you create a financial strategy that will put you on the path to success.

Hartley Advisors

Hartley Advisors is a trusted, family-run investment advisory firm that helps clients reach their financial goals. We are a Registered Investment Advisor, meaning we always act in the best interest of our clients. Our team of experienced financial advisors has more than 60 years of combined investing experience and also personally invests in the same securities we recommend. Our mission is to provide our clients with long-term financial security and peace of mind. We offer tailored solutions to meet our clients' individual needs and strive to ensure they grow, protect and manage their wealth. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Swanson Financial Services

Swanson Financial Services is a retirement planning firm based in the Pacific Northwest, established in 1996. Our team of experienced financial advisors provide tailored solutions to meet the needs of those nearing or already in retirement. We take a holistic approach to financial planning, and operate with the fiduciary standard to ensure that our clients' best interests are always put first. Our services include wealth management and financial planning, with a focus on creating customized strategies that help clients achieve their personal goals. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Carmines Robbins & Company

When you outsource your accounting work to Carmines Robbins & Company, it's like having a knowledgeable and experienced financial advisor on staff. Our team works together with you to provide all the day-to-day accounting services you need to efficiently run your business. We give you access to our secure website platform to make the workflow as streamlined as possible. Plus, with our fixed monthly fees, you never have to worry about any unexpected bills.Our team of experts makes sure your financial data is always up-to-date and accurate. We offer you complete visibility of your financial situation in real-time, so you can make informed decisions. Furthermore, our services are bundled for one set price so you can easily budget for them. Let us be your Back Office Support System, freeing you up to focus on the important things.

Curran Financial Partners

Curran Financial Partners is a financial planning firm that provides services to help people plan for retirement. We offer a variety of services, such as advice on investments, estate planning, tax minimization, and more. Our team of experienced financial advisors are dedicated to helping our clients make wise decisions and achieve their goals. We also provide a complimentary copy of Adam Curran's book, "The Power of a Plan: Your Politically Incorrect Guide to Worry Free Retirement," to help you get started. Contact us today for more information.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Barnum Financial Group

Barnum Financial Group is a financial planning and consulting firm that provides a comprehensive range of investment and risk management solutions to individuals, families, small businesses, corporations, government entities, and not-for-profits across the United States. Our team of experienced financial advisors strives to help our clients create wealth and make informed money decisions. From retirement planning and asset protection to portfolio management and wealth transfer strategies, Barnum Financial Group provides a wide range of services tailored to meet the needs of each individual client. We are committed to helping our clients reach their financial goals and provide them with the resources and knowledge to do so.

DLA & Company

Are you looking for an independent, full-service financial planning firm to help you achieve your financial goals? At our firm, we understand the importance of personal service and trust when it comes to guiding our clients to the right investment strategies for their distinctive financial goals. We offer a wide range of services, from individual, family and business financial planning to investment management, retirement planning, and more. Whether you’re an individual or a business owner, our experienced professionals will create a personalized plan to help you reach your financial objectives. At our firm, we believe that a relationship built on trust is the foundation for success. That’s why we strive to provide top-notch service that meets your personal financial needs. We’ll work with you to develop solutions that meet your unique lifestyle, budget and circumstance. If you’re ready to start planning for your future, contact us today! Our team of experienced financial advisors is here to help you make the right moves for your current and long-term financial goals.