Stephen R. Judge, ChFC, CLU

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.

First Citizens Wealth Management is a trusted financial advisory firm in Arden, NC, with over 100 years of experience helping clients plan for their future. Their team of experienced professionals offers personalized advice and tailored strategies to help clients achieve their financial goals, whether it's asset allocation, retirement planning, risk management, or tax-efficient investing. With a focus on strength, stability, and consistency, First Citizens Wealth Management provides comprehensive plans that address all aspects of clients' financial needs, ensuring security for themselves and their loved ones. They work closely with tax and legal professionals to ensure consistent planning and offer resources like market outlooks and financial planning software to help clients make informed decisions about their money.Generated from the website

Infinity Wealth Management is a financial planning firm based in Arden, NC, dedicated to helping individuals and families navigate the complexities of their financial lives. With a focus on retirement planning, tax preparation, IRA planning, and estate planning, their team of advisors collaborates with clients to build personalized strategies that ensure long-term financial security and peace of mind. Through their holistic planning process, Infinity Wealth Management aims to create lifetime relationships and help clients achieve their financial goals. Committed to providing exceptional client experiences, Infinity Wealth Management takes pride in their dedicated administrative team, led by Leann Fitzgerald. With over 10 years of hospitality and administrative experience, Leann ensures that clients receive top-notch service and support. Outside of work, Leann enjoys spending time with her husband and their two dogs, engaging in outdoor activities, and cherishing moments with loved ones.Generated from the website