Candor Wealth Partners

Legacy Wealth Concepts was born out of a relationship of friendship, trust, respect, and even tragedy. Carl Bendedict and Alan Stephenson met through their association with United Planners Financial Services and quickly earned mutual respect. Over the years they became close friends and often consulted with each other when working with clients. As time went on, their friendship grew. In 2016, Alan was diagnosed with a very aggressive form of cancer. During this time of uncertainty, Carl contacted Alan’s wife and said “ Please let Alan know that I have put together a team of our friends that are advisors and we will take turns running his practice while he focuses on getting well”.

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Located in the vibrant city of Monroe, LA, Oglesby Financial Group stands as a beacon of financial guidance for individuals seeking tailored solutions and attentive service. Specializing in financial planning, wealth management, tax services, and financial institution support, this establishment offers a diverse range of expertise and resources to meet varied needs. Operating independently as a broker-dealer under the banner of Money Concepts, Oglesby Financial Group upholds a rich tradition of challenging conventions within the financial sector, setting itself apart with a commitment to empowering financial professionals through education, technology, and dedicated regional support. At Oglesby Financial Group, autonomy and choice reign supreme, as financial professionals enjoy full ownership of their practices and the liberty to select the most suitable products and services for their clients. Embodying values of collaboration, ethics, and success, this establishment fosters a culture that embodies these core principles, creating an environment where clients can confidently navigate their financial journeys with the support of knowledgeable and dedicated professionals. Generated using this place's available information