Edward Jones - Financial Advisor: Lucy Gore
At Edward Jones - Financial Advisor: Lucy Gore, we understand there is a lot of uncertainty in the world right now. Our team is here to help you through this difficult time by providing support, guidance, and resources. We care about both your physical and financial wellbeing and are committed to helping you achieve your goals.
We provide tailored advice and solutions to help you plan for retirement, save for education, and become a smart investor. Our face-to-face conversations allow us to create a customized plan to meet your needs. Our experienced and knowledgeable advisors can assist you with investing, estate planning, taxation, and more.
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Edward Jones - Financial Advisor: Lucy Gore
At Edward Jones - Financial Advisor: Lucy Gore, we understand there is a lot of uncertainty in the world right now. Our team is here to help you through this difficult time by providing support, guidance, and resources. We care about both your physical and financial wellbeing and are committed to helping you achieve your goals. We provide tailored advice and solutions to help you plan for retirement, save for education, and become a smart investor. Our face-to-face conversations allow us to create a customized plan to meet your needs. Our experienced and knowledgeable advisors can assist you with investing, estate planning, taxation, and more.
Edward Jones - Financial Advisor: Lucy McGuire
These are difficult times, and we understand the concerns many of us have for our physical and financial health. At Edward Jones - Financial Advisor: Lucy McGuire, we are here to listen and provide support during this time of uncertainty. We strive to help our clients reach their financial goals, whether that be through retirement planning, saving for education, or investing in a tax-efficient manner. At Edward Jones, we believe in the power of face-to-face conversations to create meaningful and long-lasting relationships. Our team is committed to providing an exceptional client experience. We will work together with you to help you make sound financial decisions and achieve your goals.
TIAA Financial Services
At TIAA in Philadelphia, PA, our team of wealth management advisors are dedicated to helping clients reach their financial goals. With lifetime income planning, retirement savings, and smart investing advice, we create plans tailored to each individual’s needs. Our experienced advisors provide sound guidance for financial well-being, so don’t hesitate to get in touch to book an appointment. For more information, contact TIAA Financial Services at 800-842-2010. 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.
James Koltes - UBS Financial Services Inc. A Global Financial Services Firm
UBS Financial Services, located on K Street N.W. in Washington, D.C. A branch office owned and operated by its parent company, UBS Financial Services. UBS is a global financial services firm, whose clients include affluent individuals, corporations, institutions and governments. The company offers a range of financial services, including: Financial planning, retirement planning, estate planning. Investment solutions, lending services and business retirement benefit planning. UBS maintains a presence in all major financial centers worldwide. It has more than 1,500 offices in 50 countries. With 39% of its employees working in the Americas. 38% in Switzerland, 16% in Europe. 7% in the Asia Pacific time zone.
Juanita McKenna Retirement & Financial Planning Services
Juanita McKenna Retirement & Financial Planning Services has been offering financial planning and education in El Paso, Texas since 2000. Their mission is to help families achieve their financial goals by providing comprehensive and personalized service that is tailored to each person's specific needs. They specialize in creating plans with a focus on long-term growth, debt reduction, and savings strategies to maximize cash flow. Their team of experienced advisors are dedicated to building relationships with their clients and helping them reach their financial objectives.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.
Retire Ready
At Retire Ready, we are focused on helping our clients achieve their financial goals. We are committed to providing modern, professional, and personable assistance to those seeking financial planning, retirement planning, annuity planning, 401k transfers, help with IRAs, and general financial advice. Our team of experts is dedicated to finding creative solutions and offering personalized services to make sure our clients have the best possible experience. Retire Ready takes pride in its reputation for excellent customer service. Our team is experienced and knowledgeable in their fields, and they strive to offer comprehensive and individualized solutions. We are here to answer any questions you may have and to provide the best support and advice. Contact us today for more information.