LINCOLN FINANCIAL SECURITIES

Located in South Burlington, VT, Primerica Financial Services stands as a beacon of support for middle-income families striving for enhanced financial stability. Embracing a needs-based philosophy, this organization offers a range of services, including term life insurance, mutual funds, annuities, and retirement solutions, all customized to meet the unique financial aspirations and situations of their clients. With a strong emphasis on accessible financial education, Primerica equips individuals with vital insights into essential topics like budgeting, debt reduction, savings planning, protection, and wealth building strategies. Through the empowerment of families with practical knowledge and unwavering support, Primerica is dedicated to nurturing well-informed decision-making and fostering sustainable long-term financial health. Generated using this brand's available information

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