Lisa Nadine Anderson: Primerica-Financial Services

Steven Leatherman is a Licensed Financial Representative with Primerica serving ROCKLEDGE and its surrounding areas.

An entrepreneurial wealth management and independent financial advisor investment firm. Our seasoned Certified Financial Planner Practitioner (CFP®), and CPA has a broad track record of planning for success focused on seeking returns and building economic prosperity for clients through value-added, mixed-use investment strategies, accounting, tax advisory, preparation, representation services. Creating abundant personal legacies –dedicated to one family at a time, delivers private concierge service providing strategic financial solutions based on transparent, trusted relationships.

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