The Best Legacy planning advice in Oxford, Mississippi

Chas Emerson, CFP, ChFC Financial Advisor for Hernando and DeSoto County, MS, is a finance institution located at 2430 Caffey Street, Hernando, Mississippi, United States. Specializing in Family Wealth and Retirement Income Planning, our mission is to help you build financial strategies that will ensure financial security and peace of mind for your family for generations to come. With multiple locations in Hernando, Oxford, and Memphis, our team of financial planners is dedicated to providing personalized services to meet your financial goals. Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, with Independent Planning Group not being a subsidiary or affiliate. Estate Planning services are provided in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Schedule a no-obligation meeting with one of our financial planners today to start planning for your financial future.

Northwestern Mutual is a reputable finance and insurance agency located at 405 Galleria Drive in Oxford, Mississippi, United States. With a strong commitment to helping individuals and businesses achieve financial security and peace of mind, Northwestern Mutual offers a wide range of services including investment planning, retirement planning, and insurance solutions. Their team of experienced financial advisors and insurance agents work closely with clients to develop personalized strategies that align with their unique goals and objectives. Whether you are looking to protect your assets, grow your wealth, or plan for the future, Northwestern Mutual is dedicated to providing top-notch financial guidance and support.

CJM Wealth Management Group - Northwestern Mutual is a leading finance and insurance agency located at 405 Galleria Drive in Oxford, Mississippi, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies and comprehensive insurance solutions. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today to learn more about how we can help you plan for tomorrow.

KCoe Isom is an accounting and finance institution located at 507 Heritage Drive in Oxford, Mississippi, United States. We specialize in helping businesses grow profits, seize opportunities, build relationships, survive market volatility, manage margins, and build legacies that last. Our team leverages the power of peer groups for manufacturers and offers services such as tax planning, asset preservation, and business consulting. With a focus on achieving growth and sustainability for our clients since 1932, we are dedicated to keeping your business on solid ground. KCoe Isom, LLP and Pinion, LLC operate as an alternative practice structure, providing attest services and tax consulting, respectively. Contact us today to start a conversation or learn more about how our firm can support your financial needs.

Giles McPhail Wealth Management is a leading finance institution located at 1204 Office Park Drive in Oxford, Mississippi, United States. With a team of experienced professionals, they offer personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Giles McPhail Wealth Management provides tailored solutions to meet your needs. Contact them today to start building a secure financial future.

OUB Wealth Management is a premier financial institution located at 1500 University Avenue in Oxford, Mississippi, United States. Specializing in wealth management services, OUB provides personalized financial planning and investment strategies tailored to meet the unique needs and goals of each client. With a team of experienced financial advisors, OUB Wealth Management is committed to helping individuals and families achieve financial success and security. Contact us today to learn more about our comprehensive range of services and how we can help you achieve your financial goals.

White Andrews, LLC is a prestigious institution located in Oxford, Mississippi, United States. Specializing in providing top-notch financial and legal services, White Andrews, LLC prides itself on its dedication to excellence and commitment to client satisfaction. With a team of experienced professionals, the institution offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for expert financial advice or legal representation, White Andrews, LLC is the go-to destination for all your needs. Trustworthy, reliable, and dedicated, White Andrews, LLC is the institution you can count on for all your financial and legal requirements.

Argent Trust Company is a leading financial institution located at 613 South Lamar Boulevard in Oxford, Mississippi, United States. As a trusted bank and finance company, we provide a wide range of services including wealth management, investment advisory, trust administration, and estate planning. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us at Argent Trust Company to learn more about how we can help you manage your wealth effectively.

The Reid Sherman Investment Group of Raymond James is a finance institution located at 400 South Lamar Boulevard in Oxford, Mississippi, United States. Our team of experienced professionals provide a wide range of investment services to help clients achieve their financial goals. With a focus on personalized service and expert guidance, we strive to build long-lasting relationships with our clients and help them navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.

Rob L Chesnut is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 501 Heritage Drive in Oxford, Mississippi, United States. Rob holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of financial planning, asset management, estate planning, retirement planning, and more. Rob is dedicated to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their future.