James Hoke - Thrivent

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

CIMG Residential Mortgage, formerly known as Corporate Investors Mortgage Group, is a premier, independently owned mortgage banker serving the Triangle region of North and South Carolina. With over 27 years of experience and a dedicated team of 50, the company emphasizes a hyper-local approach, providing personalized service and humanizing the lending experience. By managing all aspects of the lending process in-house, CIMG ensures quick and efficient loan approvals while offering a diverse array of loan programs at competitive rates. Committed to investing in clients and communities, the company prides itself on its local roots and strong connections with customers. Generated from the website

Golden Years Advisors LLC is a financial consulting firm based in Raleigh, NC, specializing in retirement planning and investment management services. With a focus on personalized strategies and long-term financial goals, the company assists clients in navigating the complexities of retirement planning to secure their financial future. Generated from their business information