Edward Jones - Financial Advisor: Frank Valvano

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.

loanDepot is the nation's fifth-largest retail mortgage lender and second-largest nonbank consumer lender. Based in Orange County, California, loanDepot was the first nonbank lender to offer home, personal and home equity loans.

MarshBerry & Co, based in Harrisburg, PA, specializes in investment banking and business planning services for the insurance brokerage and wealth management industries. They provide customized solutions that encompass M&A advisory services, talent development, and strategic planning to enhance value throughout all stages of ownership. Additionally, MarshBerry offers a suite of leadership development and talent recruitment services aimed at fostering growth and optimizing performance for insurance agencies. Their expertise includes financial advising for recent transactions and comprehensive market access strategies that support organic growth and profitability. Generated from the website