Serenity Financial Consulting, LLC

Primerica is dedicated to helping families achieve financial independence through education and personalized financial solutions. With over 48 years of experience, their licensed representatives empower clients by simplifying complex financial concepts and providing tailored options such as term life insurance, investments, and debt solutions. Rooted in a people-first philosophy, Primerica focuses on understanding the unique needs of middle-income families. Their Financial Needs Analysis and ongoing support through personalized portals offer clients the tools necessary to track progress and attain their financial goals. Generated from the website

EDWARD JONES INVESTMENTS - Michael Y O'Brien, situated in Milwaukee, WI, stands as a financial services establishment committed to aiding individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. The firm's ethos revolves around providing tailored solutions that span investment management, retirement and estate planning, and education savings programs, all underlined by a strong emphasis on personalized guidance. Boasting a network of dedicated financial advisors spread nationwide, this firm places a premium on fostering robust advisor-client relationships. Through consultations and continuous support, they equip clients with the tools to navigate life's diverse stages effectively. What sets Edward Jones apart is its unwavering focus on individualized client care, steering away from a one-size-fits-all approach to offer thoughtful planning that caters to a diverse range of investors. Generated using this brand's available information