EDIE BERGMAN
1255 Creekshire Way, Suite 210, Winston Salem, NC 27103 Directions
Since 2011
Here’s The Deal:
"Edie Bergman has been a financial advisor with Edward Jones since 2011. Edward Jones focuses on life insurance planning. They offer services with individual investors and small-business owners to work toward specific goals that they set together. Whether those goals include planning for retirement, or protecting the ones they care for the most, they take the time to identify each purpose and develop the strategy to address it."
SPECIALTY:
EDWARD JONES - College Savings, Traditional and Roth IRA, Social Security, Retirement Savings and Retirement Income Strategies, Financial, Wealth and Intergenerational Planning, Insurance & Annuities
TBR® Inspection Report:
J. HARRIS FINANCIAL
1305 Ashleybrook Lane, Winston Salem, NC 27103 Directions
Since 2003
Here’s The Deal:
"J. Harris Financial is one of the financial firms in Winston Salem. They specialize in helping retirees and those transitioning into retirement reduce tax burdens and increase income. The company provides to knows the financial requirements of entrepreneurs and small businesses. They understand the requirement to have a detailed plan. Their mission to make sure you have your hard-earned retirement working strategies that fit your specific needs."
SPECIALTY:
Retirement Income Strategies, Long-Term Care, Estate Preservation, Tax-Efficient Solutions, Life Insurance and Annuities, Asset, Tax, Succession and Financial Planning, Wealth Preservation, Social Security & Risk Tolerance
TBR® Inspection Report:
ADVANCE FINANCIAL GROUP
3447 Robinhood Road, Winston Salem, NC 27106 Directions
Since 1987
Here’s The Deal:
" Advance Financial Group was founded in 1987. The firm offers comprehensive financial planning and investment advisory services on a fee basis for individuals, families, and businesses. They focus on business and education planning. The firm provides executive benefits packages as well as succession and business continuity planning. They value long-term relationships and pride themselves on the tradition of serving families from generation to generation. They offer a complimentary initial consultation."
SPECIALTY:
Investment Portfolio, Charitable Giving, Wealth Preservation, Social Security Maximization, Income Distribution, 529, Medicare, Insurance, Tax and Estate Planning, Retirement Plan Distributions, Risk Management Analysis, Personal Savings & Investments Management