Protect wealth in Marion, North Carolina

New York Life, located at 195 South Main Street in Marion, North Carolina, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. Their services include helping to pay for everyday tasks assistance, replacing lost income due to sickness or injury, professionally managed investments with potential market gains, and bundled investments with low fees that can be easily bought or sold. They also offer investments designed for education expenses, income solutions, estate planning, and insurance options for employees, executives, and business owners.

Dameron Burgin Parker is a prestigious law firm located at 26 West Court Street in Marion, North Carolina, United States. Specializing in Estate Planning, the firm is led by Sharon Parker, a highly respected attorney with over 36 years of experience in the field. Sharon's expertise in Wills, Trusts, and other legacy planning has earned her recognition as a SuperLawyer® and a member of the North Carolina Legal Practice Hall of Fame. At Dameron Burgin Parker, clients can expect personalized and comprehensive estate planning services, including assistance with Durable Powers of Attorney, Health Care Powers of Attorney, Living Wills, and charitable gifting. Sharon's dedication to her clients and community has earned her the title of "Citizen Lawyer," and she is actively involved in pro bono work and counseling non-profit organizations.

Edward Jones - Financial Advisor: Cameron Boles, AAMS™ is a reputable finance institution located at 160 South Main Street in Marion, North Carolina, United States. As a dedicated financial advisor, Cameron Boles, AAMS™ provides personalized investment and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Candice Rumfelt Trantham is a finance institution located at 1570 North Main Street, Marion, North Carolina, United States. As a part of First Citizens Investor Services, Inc., they pride themselves on strength, stability, and consistency in delivering customized advice and tailored strategies to help clients achieve their financial goals. Services offered include creating and executing comprehensive financial plans, establishing security for clients and their families, protecting assets, estate planning, and coordination with tax and legal professionals. Visit FINRA BrokerCheck for more information about First Citizens Investor Services, Inc. and their investment professionals.