Optimum Financial Brokerage

Berthel Fisher & Co FNCL SVC is a financial services company based in Raleigh, NC, offering a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning and investment strategies, the firm aims to help clients achieve their long-term financial goals through a tailored approach to wealth management. Generated from their business information

Legacy Private Client Services, LLC is a financial advisory firm based in Raleigh, Cary, and New Bern, North Carolina. With over thirty years of experience, their team of experts specializes in providing holistic planning and strategic insights to high-net-worth families and business owners, helping them optimize their wealth potential and leave a powerful legacy. Legacy Private Client Services is committed to simplifying their clients' financial picture and empowering them to achieve extraordinary success. Through their comprehensive approach, Legacy Private Client Services aims to help their clients make an impact on their family and community by stewarding their resources wisely. They understand the unique challenges faced by affluent individuals and offer personalized solutions that go beyond traditional planning, resulting in optimal outcomes and financial independence. With a focus on holistic planning and a deep understanding of their clients' potential, Legacy Private Client Services is dedicated to helping their clients accomplish anything they set their minds to.Generated from the website

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