TOP 30 Senior financial planning in Highlands, North Carolina
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Law Offices of Leonard F. Baer, PLLC – Elder Law Firm
● ClosedThe Law Offices of Leonard F. Baer, PLLC is an Elder Law Firm located at 1571 Bowery Road in Highlands, North Carolina, United States. Our firm specializes in providing legal services to the elderly, including estate planning, wills, trusts, and protection against abuse and fraud. We understand the importance of clear communication and personalized care, which is why we offer consultations both in person and online. With years of experience and a commitment to client satisfaction, we are here to guide you through every step of the legal process. Whether you need assistance with estate administration, probate, or disability rights, our team of experts is here to help. Contact us today for a consultation and let us help you plan for a secure and comfortable future.
1571 Bowery Rd, Highlands, NC 28741, United States -
Benjamin F. Edwards
● ClosedBenjamin F. Edwards is a finance institution located at 479 South Street in Highlands, North Carolina, United States. The institution is led by Senior Vice President – Investments, Justin A. Souma, AAMS®, CFP® and Financial Client Associate, Barbara Fish. Benjamin F. Edwards is a dually-registered broker-dealer and investment adviser, affiliated with Benjamin F. Edwards Wealth ManagementSM LLC. Tanner Smith, a financial advisor at the institution, specializes in delivering customized financial advice to help clients reach their unique goals. The institution prides itself on principles of trust, integrity, and mutual respect. The team at Benjamin F. Edwards is dedicated to providing personalized investment advice and world-class service to clients. With over 40 years of experience in the wealth management industry, the institution offers financial and retirement planning strategies, advisory services, and professional asset allocation guidance. The team is committed to understanding each client's goals and priorities to help them achieve success. The institution's client-first approach ensures that clients receive tailored financial plans and ongoing support to monitor progress and make adjustments as needed. Benjamin F. Edwards is focused on helping clients manage their finances and make sound investment decisions to reach their financial goals.
479 South St # 2, Highlands, NC 28741, United States
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