Financial Planning Association

Founded in 2001 by Certified Financial Planner™, Ed Secrest, SEFG has grown to become an independent Registered Investment Advisory with $110M in Assets Under Management. Today, we are staffed by a team of passionate and dedicated financial planners, research analysts and investment advisors who help clients to plan, build and protect their assets. We design customized wealth management models that combine comprehensive financial planning, custom-designed investment portfolios and risk mitigation strategies — all working together to deliver lifelong value.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Located in Raleigh, NC, Edward Jones Investments stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Specializing in personalized guidance, the firm focuses on tailoring solutions encompassing investment management, retirement and estate planning, and education savings programs. Their team of devoted financial advisors is readily available across the country, emphasizing the cultivation of robust advisor-client connections through consultations and continuous support, ensuring clients are well-prepared for the various stages of life. Edward Jones Investments in Raleigh prides itself on its commitment to individualized client care, shunning a one-size-fits-all approach in favor of crafting bespoke strategies that cater to each client's unique needs. By steering clear of a cookie-cutter, transactional experience, the firm makes thoughtful planning easily accessible to a diverse range of investors. With a focus on building enduring relationships and fostering tailored financial solutions, Edward Jones Investments remains a reliable partner in guiding clients towards their financial aspirations in a personalized and empathetic manner. Generated using this brand's available information