Financial Security For Life, Inc

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Loftus Wealth Strategies is a registered investment advisory firm based in Ocean View, DE, and Ponte Vedra, FL. With a commitment to providing personalized financial planning services, their team helps individuals create retirement strategies tailored to their unique needs and objectives. Through a holistic approach to financial planning, they aim to grow and protect their clients' savings, regardless of market conditions. With a focus on building long-term relationships, Loftus Wealth Strategies offers a comprehensive process that includes evaluating clients' current financial situations, determining their risk tolerance, and envisioning retirement goals. They then execute investment strategies and provide ongoing education to ensure clients stay informed about their accounts. Their expertise extends to life insurance, which they highlight as an asset that can help protect against tax rate increases and provide benefits while the insured is still living.Generated from the website

Located in Millsboro, DE, Edward Jones - Financial Advisor: Deena Mills stands out as a trusted financial services provider, catering to the diverse needs of individuals, families, and small businesses. Specializing in investment management, retirement planning, estate planning, and education savings programs, this establishment prides itself on offering personalized guidance tailored to each client's unique financial objectives. With a nationwide network of dedicated financial advisors, the firm places a strong emphasis on fostering enduring advisor-client relationships through personalized consultations and continuous support. At Edward Jones - Financial Advisor: Deena Mills, the focus lies on delivering a bespoke financial planning experience that goes beyond the conventional transactional approach. By prioritizing individualized care and crafting customized strategies for clients, the firm ensures that thoughtful financial planning is accessible to a wide range of investors. With a commitment to guiding clients through life's various stages, this establishment remains dedicated to helping clients prepare for a secure financial future, making them a reliable partner in navigating the complexities of investment and financial planning. Generated using this brand's available information