Wolfe Financial Group

Wealth Management Solutions, based in Lake Mary, FL, is a financial services firm dedicated to empowering clients, particularly women, to take control of their financial future with personalized strategies tailored to their unique retirement needs. Founded in 2007 by Cindy Mayfield, the firm emphasizes building personal relationships and has established strategic partnerships with professionals across various financial disciplines to enhance the value offered to clients. The firm provides a comprehensive approach to wealth management, helping clients navigate investment choices and risk levels through informed decision-making. Wealth Management Solutions also offers resources such as estate planning guides, underscoring their commitment to ensuring clients communicate their values and goals for future generations. Generated from the website

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

Primerica, based in Longwood, FL, has been helping families secure their financial futures for over 45 years. Their licensed representatives educate clients on simple financial concepts and offer solutions such as term life insurance, investments, and debt solutions to empower informed financial choices. With a focus on financial education and personalized financial needs analysis, Primerica aims to guide clients towards achieving their goals through a people-first philosophy. Recognized for excellence and trustworthiness, Primerica is committed to helping middle-income families achieve financial freedom. Generated from the website