40 Day Wealth

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

HistoryMMS Wealth Management focuses on Retirement Planning for Women and Their Families through guidance and honesty. This comprehensive approach to pre-retirement planning as well as those already retired encompass all areas of financial well being. Whether you are looking to maximize income, limit risk, rollover your 401k, tax reduction projections or just looking for a second opinion we stay knowledgeable in all these areas.SpecialtiesMMS Wealth Management is a local firm that specializes in an independent holistic approach to financial planning with regards to retirement, tax, and estate planning as well as asset protection and investments. Securities through Trustmont Financial Group, Member FINRA/SIPC. Registered Investment Advisory services through Trustmont Advisory Group, Inc, 200 Brush Run Rd Suite A, Greensburg, PA 15601 Phone 724-468-5665. MMS Wealth Management is not affiliated with Trustmont Financial or Advisory Groups, Inc.

Experience, intellectual capital and dedicated personal service to help you meet your life goals