John A Petretich, AGT - Edward Jones

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

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Adam Simpson is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Wendell, NC make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

LifePlan Group is a retirement planning investment advisory firm based in Zebulon, NC, offering personalized financial plans and exceptional retirement plans for over 22 years. Founded by Ken Sutherland and Alex Sutherland, LifePlan Group prioritizes putting the client first, listening to their dreams, establishing goals, and creating comprehensive financial plans to help clients live the life they wish to live. With a personal approach and a mission to provide financial confidence, LifePlan Group combines technical skills in investing, tax, risk, and estate strategies with a thorough and understandable LifePlan Map, ensuring clients have the confidence to live fully and not postpone their dreams. As an independently owned firm, LifePlan Group offers services in states where they are registered or licensed, and their team of advisors, including Ken Sutherland and Alex Sutherland, are dedicated to helping clients envision and achieve their retirement dreams.Generated from the website