Brim & Associates, Cpas

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

Margaret Taylor is a seasoned Financial Advisor at BayPort Credit Union in Newport News, Virginia, bringing over three decades of expertise in retirement planning. She holds an MBA in Human Resources from Averett University and is a Chartered Retirement Planning Counselor (CRPC), having worked with notable institutions throughout her career. BayPort Credit Union, established in 1928 by shipyard workers, has grown to manage $2.6 billion in assets and serves over 154,000 individuals and businesses across the Virginia Peninsula and Southside communities. Rated a Superior 5-Star Credit Union by Bauer Financial, BayPort is committed to providing a family-oriented environment and financial wellness resources for its members. Generated from the website