Edward Jones - Financial Advisor: David A Hartman

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Thrivent Financial in Asheville, NC, is dedicated to helping individuals and families create comprehensive financial plans that align with their values and life goals. Their team of financial advisors offers services in budgeting, saving, retirement planning, and investment guidance, ensuring clients receive personalized support throughout their financial journey. In addition to financial planning, Thrivent emphasizes community engagement, encouraging clients to give back through volunteerism and charitable donations. With millions raised and hours volunteered, the organization fosters a culture of generosity and support for those in need across the country. Generated from the website

Carter Bagley is an Associate Director and Financial Advisor at UBS Financial Services Inc. in Asheville, NC, dedicated to prioritizing clients' best interests through integrity, prudence, and accessibility. With a focus on understanding clients' unique financial situations, Bagley employs the UBS Wealth Way approach, which encompasses strategies related to liquidity, longevity, and legacy to help clients achieve their wealth management goals. As a leading global wealth manager with over 160 years of experience, UBS has demonstrated resilience in navigating market challenges and opportunities. The firm offers a range of investment advisory and brokerage services, ensuring clients receive tailored financial solutions while acknowledging the inherent risks associated with investments. Generated from the website