Retirement and estate planning in Rome, GA
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Futurity First Insurance Group
● ClosedFuturity First Insurance Group is a leading insurance agency located at 512 Riverside Parkway Northeast in Rome, Georgia, United States. With a strong commitment to providing top-notch insurance solutions, they offer a wide range of products and services to meet the diverse needs of their clients. Whether you are looking for life, health, auto, or home insurance, their team of experienced professionals is dedicated to helping you find the right coverage at competitive rates. Trust Futurity First Insurance Group to protect what matters most to you and your loved ones.
512 Riverside Pkwy NE Suite 400, Rome, GA 30161, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 401 Broad Street, Rome, Georgia, United States, is a leading financial institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, Merrill Lynch provides guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The advisors at Merrill Lynch Wealth Management are dedicated to understanding each client's unique financial situation and goals to create tailored financial strategies. The institution also emphasizes community involvement through volunteerism and charitable outreach, supporting the economic, social, and cultural life of local communities.
401 Broad St STE 200, Rome, GA 30161, United States -
Jamie Doss - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJamie Doss is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 South Broad Street Southwest in Rome, Georgia, United States. Jamie holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Jamie is dedicated to providing comprehensive financial guidance to individuals and small business owners. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Jamie Doss is committed to helping you achieve your financial goals.
1 S Broad St SW, Rome, GA 30161, United States
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