EDWARD JONES - MICHELLE A WILLINGHAM
College Savers, Individuals with Insurance Needs, Individuals with Estate Needs, Wealth Management, Retirement and College Savings, Stocks, Bonds and Mutual Funds, Insurance, Annuities, Cash and Credit, Paying for Education, Business Credit Cards, Estate Planning, Investment, Tax Planning, Life Insurance, Annuities & Brokerage Accounts
Provides Stocks, Bonds, Mutual Funds, CDs, Advisory Services, Trust Services, Mortgages & Borrowing Solutions - Building Long-Term Relationships with nearly 7 million clients is key to serving their needs
michelle.willingham@edwardjones.com
edwardjones.com/financial-adviso...
TBR® Inspection Report
DIGNUM FINANCIAL PARTNERS
Since 1985
Cashflow Analysis, Risk Management, Investment Planning, Portfolio Construction, Income Tax Planning, Retirement Analysis and Planning, Estate Planning, Education Funding, Charitable Planning & Employee Benefit Review
Delivers sound financial advice and providing exemplary customer service - Provides Comprehensive Financial Planning through Commonwealth Financial Network
kim@dignumfinancialpartners.com
TBR® Inspection Report
WHITNEY MARIE COOPER
Since 2007
PRIMERICA - Investment Management, Financial Planning, Annuities, Savings Planning, Insurance Planning, Retirement Planning, Debt Management, Education Planning, Long-Term Care Insurance, Business Planning, Tax Planning, Asset Allocation Strategies, Variable Annuities & Mutual Funds
They Help People Learn How to Make their Money Work for Them Using Simple Financial Concepts - Offers a Variety of Strategies to Ensure your Family's Financial Future