Northwestern Mutual Financial

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Optimal Wealth Strategies is a financial planning firm based in Augusta, GA, offering a comprehensive range of services to help individuals and families achieve their financial goals. With a team of experienced professionals, including certified financial planners, they provide personalized solutions in areas such as investment management, retirement income planning, legacy planning, and tax planning. Their goal is to help clients build a solid financial foundation, optimize their income, protect their assets, and leave a lasting legacy for future generations. At Optimal Wealth Strategies, clients can expect a client-focused approach that takes into account their unique financial circumstances and goals. The firm emphasizes the importance of having a well-rounded financial plan that addresses emergency funds, income replacement, asset building, legacy enhancement, tax planning, and asset protection. With their expertise and strategic guidance, clients can navigate the complexities of the financial world and make informed decisions to secure their financial future.Generated from the website