EDIE BERGMAN
1255 Creekshire Way, Suite 210, Winston Salem, NC 27103
Since 2011
EDWARD JONES - College Savings, Retirement Savings and Retirement Income Strategies, Traditional and Roth IRA, Social Security, Financial, Wealth and Intergenerational Planning, Insurance & Annuities
Focus on life Insurance planning ● Offers services with individual investors and small-business owners to work toward specific goals that they set together
TBR® Inspection Report
J. HARRIS FINANCIAL
1305 Ashleybrook Lane, Winston Salem, NC 27103
Since 2003
Retirement Income Strategies, Tax-Efficient Solutions, Long-Term Care, Estate Preservation, Life Insurance and Annuities, Asset, Tax, Succession and Financial Planning, Wealth Preservation, Social Security & Risk Tolerance
Specializes in helping retirees and those transitioning into retirement reduce tax burdens and increase income ● Provides to understands the financial needs of entrepreneurs and small businesses
TBR® Inspection Report
ADVANCE FINANCIAL GROUP
3447 Robinhood Road, Winston Salem, NC 27106
Since 1987
Income Distribution, 529, Medicare, Insurance, Tax and Estate Planning, Retirement Plan Distributions, Risk Management Analysis, Investment Portfolio, Charitable Giving, Wealth Preservation, Social Security Maximization, Personal Savings & Investments Management
Focuses on business and education planning ● Offers complimentary initial consultation ● They value long-term relationships and pride themselves on the tradition of serving families from generation to generation ● Provides executive benefits packages as well as succession and business continuity planning