Waypoint Consulting

Edward Jones is a trusted financial planner located in West Chester, PA, dedicated to helping clients achieve their financial goals. With a personalized approach, they offer investment strategies, retirement planning, and wealth management services tailored to individual needs. Their team of experienced professionals is committed to guiding clients through every step of their financial journey. Generated from this place's information

Primerica is a financial services company that has been dedicated to helping families save and invest for their futures since 1977. Through their broker-dealer, PFS Investments Inc., they offer solutions and services from some of the world's most recognizable companies, providing a wide range of products and programs to suit every individual's investment needs. Their goals-based investing approach helps families establish emergency funds, invest for the long term, and generate retirement income, ensuring a better financial future for their clients. With approximately 2.5 million client accounts, Primerica is committed to providing the highest-quality client experience and offers investments in mutual funds, annuities, and managed investments. They also provide various retirement plans for businesses, college savings plans, and tax-deferred accounts. Primerica partners with renowned investment companies in the industry, such as AIG, Fidelity, and Lincoln Financial, among others. Their financial professionals teach simple and easy-to-understand financial concepts, empowering individuals to achieve their financial goals.Generated from the website

James Slavin is a Licensed Financial Representative with Primerica serving WEST CHESTER and its surrounding areas.