Edward Jones - Financial Advisor: Adam J Clough

Carolina Financial Services Group, located in Greenville, NC, is a Registered Investment Advisor dedicated to helping clients securely transition into retirement. With a focus on risk management, the firm offers tailored strategies that ensure a reliable source of income throughout retirement while promoting peace of mind. Their services include Lifetime Income Maps for Life, portfolio management, Social Security strategy sessions, and tax-free retirement planning. Committed to building a financial bridge for pre-retirees and retirees, Carolina Financial Services Group aims to empower clients to enjoy their golden years to the fullest. Generated from the website

Sound Partners, located in Greenville, NC, are AXA Advisors Financial Professionals offering a variety of financial products and services designed to help you plan for, build and achieve a more stable financial future...

The accounting firm of Sullivan, Shearin & Company in Greenville, NC, is staffed by attentive, knowledgeable professionals who work hard to generate proper financial plans and accurate tax services. We're small business specialists who provide: New business start-up advising Small business and partnerships Business tax preparation and planning Accounting system designFrom accounting and estate planning, to auditing and data processing, our certified public accountants don't miss a single calculation in order to generate the most profitable results. You can trust in our expertise and our dedication to providing personalized service.Call Sullivan, Shearin & Company today for a consultation.