Nathan Cherry - Ameriprise Financial Services

RBC Wealth Management in Southern Pines, NC, offers customized wealth planning services to individuals, families, business owners, and institutions, focusing on aligning financial strategies with clients' values and aspirations. With a strong commitment to preserving wealth and supporting philanthropic endeavors, the firm provides a personalized approach backed by the financial stability of a global institution. Leveraging insights from a vast network of financial consultants and advisors, RBC Wealth Management helps clients navigate life's uncertainties while planning for future goals and growth. The firm is dedicated to fostering long-term relationships, ensuring that clients receive guidance through opportunities and challenges across generations. Generated from the website

Modera Wealth Management (previously Parsec Financial) is a fee-only wealth management firm in Southern Pines, the Sandhills Region of North Carolina. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis and risk protection. As a fiduciary, Modera is legally bound to act in your best interest. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.

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