Abe Shearer, AGT - Ameriprise Financial

Stern & Heatwole Financial Group, P.C. is a seasoned financial advisory firm in Harrisonburg, VA. With over 90 years of collective experience, the group is committed to fostering enduring relationships with individuals and businesses. Their approach emphasizes long-term investment strategies, portfolio diversification, and client empowerment through education. The team at Stern & Heatwole Financial Group is a diverse group united by a shared dedication to exceptional client service. From Norman Stern to Katie B Wilkins, each member brings a unique perspective and expertise to the table. Clients can expect personalized attention and tailored financial solutions to align with their goals. Services offered by Stern & Heatwole Financial Group cater to clients of all wealth levels, aiming to guide them towards their financial aspirations. By conducting a thorough analysis of each client's financial landscape, the team crafts bespoke, comprehensive plans for both immediate needs and long-term objectives. Through systematic wealth management, they strive to simplify the intricacies of financial planning for individuals and businesses alike. Generated from the website content

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