Stephanie Lampley: Primerica-Financial Services

Oxford Financial Group, based in Atlanta, GA, is a top-ranked Registered Investment Advisor (RIA) that specializes in providing comprehensive investment advisory services and family office solutions. The firm is committed to delivering bespoke generational solutions and fiduciary support through a team of experienced professionals, including managing directors with diverse financial expertise. With a focus on institutional consulting and retirement plan expertise, Oxford Financial Group offers tailored investment strategies and policy development to meet the unique needs of its clients. The firm operates multiple locations across the United States, ensuring a broad reach and personalized service for individuals and institutions alike. 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

Delivering the intimacy of a boutique with the resources and infrastructure of a global institution