Fine Plan Professional Corp

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

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

Summit Wealth Group LLC, located in White River Junction, VT, specializes in creating vision-based financial life plans that enhance clients' financial well-being through sustainable accumulation and distribution strategies. Their process is centered around understanding clients' personal visions, values, and goals, ensuring that financial decisions align with their unique life aspirations. As a fiduciary, Summit Wealth Group prioritizes clarity in addressing clients' financial issues and challenges, fostering confidence and trust through continuous monitoring and review of their financial strategies. Their commitment to inspiring clients to live their best possible lives underscores the meaningful impact of a well-crafted financial life plan. Generated from the website