EDWARD JONES INVESTMENTS - Daniel Finnegan

Located in Lebanon, PA, Edward Jones Investments, led by Craig M Lowrie, stands as a reputable financial services firm catering to the investment aspirations and financial planning requirements of individuals, families, and small businesses. The firm's core ethos revolves around providing tailored solutions, be it in investment management, retirement and estate planning, or education savings programs, ensuring that each client receives personalized guidance. With a widespread presence of dedicated financial advisors, Edward Jones prioritizes cultivating robust advisor-client relationships, fostering consultations and continuous support to equip clients for the various stages of life. Rather than offering a one-size-fits-all approach, the firm places a premium on individualized client care, crafting bespoke strategies that resonate with clients, thereby demystifying the intricacies of thoughtful financial planning for a diverse range of investors. Generated using this brand's available information

Primerica in Lebanon, PA, is a financial services company dedicated to helping families secure their financial futures through education and tailored solutions. With over 45 years of experience, Primerica's licensed representatives empower clients with simple financial concepts and offer services such as term life insurance, investments, debt solutions, and more. Committed to the well-being of middle-income families, Primerica provides personalized financial needs analysis to guide clients towards their goals. Through a people-first philosophy and a focus on financial freedom, Primerica aims to make a positive impact on millions of individuals by aligning interests and offering trusted financial solutions. Generated from the website

SpecialtiesAt Barr Associates, Inc., we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around pension planning and making investments that will help create a hedge against the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are PSERS or SERS retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.