TOP 10 Investment planning strategies in Murphy, North Carolina

Edward Jones - Financial Advisor: Jaime L Futch is a trusted financial institution located at 52 Valley River Avenue in Murphy, North Carolina, United States. Specializing in personalized financial planning and investment strategies, Jaime L Futch is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert advice and guidance to individuals and families seeking to secure their financial future. Contact Jaime L Futch today to start planning for a more secure tomorrow.

Carmen Lance, a financial advisor at Ameriprise Financial Services, LLC, located at 317 Peachtree Street in Murphy, North Carolina, offers personalized financial planning services to help clients get closer to their retirement goals. By answering specific questions tailored to each individual's life stage, Carmen helps clients navigate the complexities of financial planning. Potential clients can learn more about Carmen's background and qualifications on FINRA's BrokerCheck website, as well as review the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Carmen also provides insights into the current market trends and offers guidance on whether the bull market rally will continue into 2024.

Edward Jones - Financial Advisor: Charlie Spence, AAMS™ is a reputable finance institution located at 3000 U.S. 64 in Murphy, North Carolina, United States. Charlie Spence, a knowledgeable Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Charlie Spence provides comprehensive financial planning services tailored to each individual's unique needs. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Charlie Spence, AAMS™ is dedicated to helping you secure a stable financial future.

H&R Block is a well-established accounting and finance institution located at 1502 Andrews Road in Murphy, North Carolina, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses looking to navigate the complexities of tax laws and financial planning. Their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals and maximize their returns. Whether you need assistance with tax filing, retirement planning, or investment strategies, H&R Block is committed to providing top-notch service and personalized solutions tailored to your unique needs.

Welcome to Julie Carter's Financial Services, conveniently located at 22 Hiwassee Street, Murphy, North Carolina. As a dedicated representative of First Citizens Investor Services, Inc., Julie Carter is committed to providing strength, stability, and consistency in all financial endeavors. Specializing in delivering customized advice and tailored strategies, Julie ensures that every client receives the personal attention they deserve. Whether you're planning for retirement, managing investments, or seeking financial guidance, Julie Carter is here to help you navigate your financial journey with confidence. Discover more about First Citizens Investor Services, Inc. and explore the credentials of our investment professionals by visiting FINRA BrokerCheck. For additional insights into Julie Carter's professional designations and how she can assist you in achieving your financial goals, feel free to reach out or visit our office. Your financial well-being is our priority, and we look forward to serving you with excellence and integrity.