Edward Jones - Financial Advisor: Katie Tan, AAMS®

Omni Mortgage is a trusted mortgage company in Charlotte, NC, dedicated to helping borrowers find the perfect mortgage product tailored to their unique needs. With a wide range of financial tools and resources, they simplify the mortgage process, allowing borrowers to make informed financial decisions. Rob Sadoff, a seasoned industry leader with over 15 years of experience, guides borrowers through every step of the mortgage process, ensuring a smooth closing. Known for his personalized approach and commitment to building lasting relationships, Rob provides expert insight and frequent updates to his customers, making him a standout in the industry.Generated from the website

JP Financial Group, based in Charlotte, NC, specializes in retirement planning, offering tailored strategies and guidance to help individuals and couples achieve a better lifestyle in retirement. With a focus on understanding each client's unique circumstances, they provide the necessary tools and services to prepare for a secure financial future. Through educational courses, events, and a range of resources, JP Financial Group empowers clients at all economic levels to reach their financial goals and enjoy retirement with confidence. Their comprehensive approach to navigating retirement savings and financial wellness reflects a commitment to helping individuals make informed decisions for a successful financial future.Generated from the website

NOW CFO is a "roll-up our sleeves" full service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs. NOW CFO has built a reputation as talented management consultants and financial analysts with an entrepreneurial spirit and focus. We bring these qualities to our clients to help create continued success and growth. Our advisors partner with our clients to create this success. This team mentality has created bonds with our clients who are widely valued throughout the business world.