Kingsview Partners

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

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

Strategic Planning Corp is a trusted financial advisory firm based in Colfax, NC, offering a wide range of services to help individuals and families face the future with confidence. Their team of experienced advisors, in collaboration with strategic partners, provides personalized solutions to simplify and organize clients' financial world, ensuring retirement readiness, long-term care preparedness, and asset protection, while also addressing tax optimization, college education funding, estate planning, and income sufficiency. With a focus on empowering clients to make informed decisions, Strategic Planning Corp aims to increase yield without increasing risk, protect assets, and leave a lasting legacy for future generations or charitable organizations. Through their comprehensive approach and commitment to client success, they provide the freedom and peace of mind needed to navigate the complexities of financial planning.Generated from the website