Allstate Personal Financial Representative: Robert Plunket

David Elfenbein | Key Wealth Advisors is a financial advisory firm based in Florence, AL. Specializing in wealth management and financial planning, the firm offers personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships, David Elfenbein | Key Wealth Advisors provides comprehensive financial guidance tailored to each client's unique needs and objectives. Generated from their business information

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Independent Investments Group, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Florence, AL area, Timothy Wakefield will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy