Richard Brothers Financial Advisors

Located in South Portland, ME, Edward Jones Investments - Jeremy Urquhart, is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their services revolve around providing personalized advice, focusing on tailored solutions that encompass investment management, retirement and estate planning, and education savings programs. At Edward Jones Investments - Jeremy Urquhart, clients benefit from the expertise of dedicated financial advisors available across the nation. The firm places a strong emphasis on cultivating enduring advisor-client relationships, offering consultations and continuous support to aid clients in preparing for the various stages of life. By prioritizing individualized client care and crafting bespoke strategies rather than a one-size-fits-all approach, Edward Jones Investments - Jeremy Urquhart ensures that thoughtful financial planning is within reach for a diverse range of investors. Generated using this brand's available information

Meet a local New York Life financial professional who understands your needs. In addition to insurance protections, we offer retirement planning, investment solutions, college funding, business solutions, and estate planning strategies. Call to learn more about how we can help today. Looking for a career in insurance and financial services that offers training, autonomy, and high-income potential? A local New York Life recruiter can tell you more. Any testimonials are based on individual experience and not a guarantee of future performance or success