Kelly Lefcheck - State Farm Insurance Agent

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.

Alger Financial, located in Raleigh, NC, is a trusted financial advisory firm specializing in helping clients navigate the complexities of wealth management through carefully constructed portfolios and a strategic blend of traditional and sophisticated investment solutions. With a focus on preserving capital and managing risk, Alger Financial caters to two main client groups: conservative individuals and families nearing or in retirement, as well as corporate executives and business owners undergoing personal or professional transitions. Committed to providing professional investment and risk management solutions tailored to each client's unique situation, Alger Financial partners with individuals to make informed financial decisions that align with their personal and financial goals. With a minimum investment requirement of $500,000 in investable assets, the firm offers comprehensive financial planning, strategic portfolio management, and the latest technology to monitor progress towards achieving clients' objectives.Generated from the website