James Marshall - Thrivent

Thrivent is a financial service organization that empowers individuals to pursue their lifelong dreams while making a positive impact on communities through their valued causes. With a focus on personalized guidance, Thrivent aims to help clients map out a secure financial future driven by their goals and values. Offering a variety of financial planning services, Thrivent employs a team of licensed financial advisors and professionals skilled in navigating complex financial situations. As a registered investment adviser and proud member of FINRA and SIPC, Thrivent emphasizes transparency and client education throughout the financial planning process. Generated from the website

Thrivent is a financial services organization that aims to help individuals pursue their lifelong dreams while supporting the causes they care about. By leveraging their industry expertise, Thrivent's financial professionals work with clients to create personalized financial plans that align with their goals and values. The company offers a range of solutions, including insurance products and investment advisory services, through licensed financial advisors. Thrivent is recognized for its commitment to client education and support, ensuring that clients receive tailored guidance for a more secure financial future. Generated from the website

Oxford Financial, based in Carmel, IN, is a top-ranked Registered Investment Advisor (RIA) known for its comprehensive investment advisory and family office services. The firm prides itself on a diverse leadership team, comprised of highly qualified professionals holding advanced degrees and certifications in finance and law. With locations in several major U.S. cities, Oxford Financial offers tailored solutions encompassing investment management, fiduciary roles, and institutional consulting services. Their commitment to client-focused strategies reflects a deep understanding of both individual and institutional financial needs. Generated from the website