Southern Heritage Financial Group

LPL Financial Boro Wealth in Murfreesboro, TN, is your trusted partner for comprehensive financial advising and investment services. As experienced financial planners, we offer a wide range of solutions tailored to meet your unique financial goals. Our expertise spans various investment options, including bonds, common stocks, and government securities. We specialize in retirement planning with diverse IRA options such as Traditional, Roth, SEP, and SIMPLE IRAs, as well as 401(k) and 403(b) planning. Our services extend to brokerage accounts, variable annuities, and treasury instruments. Beyond investments, we provide holistic financial planning, covering tax strategies, college savings, and estate planning.

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