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Monroe Financial Group is an independent wealth advisory firm based in Columbia, SC, dedicated to guiding clients through complex financial decisions with insight, empathy, and genuine care. Their approach is rooted in three core principles: faith, a commitment to serving others, and a desire for continuous learning, all aimed at redefining wealth in the context of overall well-being. With a relationship-driven culture, Monroe Financial Group emphasizes kindness and collaboration, believing that teamwork enhances the advisory process. They offer a range of services, including financial planning, estate and tax planning, portfolio management, retirement planning, and legacy planning, to help clients navigate their financial futures and build lasting legacies. 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