Morgan Stanley Smith Barney

A.G. Edwards & Sons Incorporated, located in Morehead City, NC, provides a range of financial services, including investment management, advisory services, and retirement planning through both traditional and Roth IRA accounts. The firm emphasizes a client-first approach, dedicating financial advisors to guide individuals and businesses in navigating their financial journeys. In addition to investment products, A.G. Edwards offers a variety of solutions such as college savings plans, insurance, and estate planning, aimed at helping clients achieve financial independence and long-term stability. With a commitment to recognizing and preventing scams, the company prioritizes the security and well-being of its clients in all financial engagements. Generated from the website

Raymond James Financial Services in New Bern, NC is a global financial firm offering trusted advice and tailored strategies for individuals and institutions. The firm's advisors focus on understanding each client's unique complexities and provide specialized expertise to help clients plan for their financial future. Generated from the website