Cumberland Wealth Management

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

Founded in 1969, Morgan Keegan & Company is one of the largest, full-service brokerage and investment firms in the United States that offers a range of financial products and services. The company provides a variety of investment banking, securities brokerage, and wealth and asset management services. It offers fanatical, investment and estate planning services. The company specializes in the design, implementation and administration of retirement plans. It additionally publishes a newsletter. The company serves investors, as well as corporate and institutional clients throughout the U.S. It maintains more than 300 offices in over 15 U.S. states. The company manages a staff of nearly 4,400 people. Morgan Keegan & Company is a subsidiary of Regions Financial Corporation, which provides mortgage and insurance products.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.