Services are the hallmark of Magnolia. You can do your banking and financing, manage your mortgage, receive accounting assistance and prepare your taxes, select your insurance coverage, seek legal advice and counsel, and receive quality wealth management expertise here in Magnolia.
Financial services and Magnolia go together to provide professional guidance in your investment strategies, investment portfolios, and the management of your money and assets.
Mike Grimme- ClearPoint Financial Partners
ClearPoint Financial Partners (CPFP) works with employers to create more effective retirement plans. 401k’s and similar plans have become complex for employers to manage and often have hidden or confusing fees that eat away at employee savings. CPFP identifies and renegotiates hidden fees, sparks employee participation, works side-by-side with employers to fulfill fiduciary duties and keep the plan running smoothly.
Farther – Dennis Williams, Jr.
I have had the privilege of helping clients make thoughtful financial decisions for over a decade. I enjoy helping clients identify life’s priorities and structuring finances around them. This involves tailored investment and risk management strategies that keep current and future tax implications in mind. Every client is taken through a process that explores preferences (ESG/SRI investments are the standard), methods of protection (tax and insurance strategy) and finally peace of mind (estate planning). With a “family office” approach, we have access to high level expertise that is introduced when appropriate.
I love partnering with busy professionals, families and business owners in the pursuit of what matters (to them)!
Mainspring Wealth Advisors LLC – Caroline Alabach & Rory O’Sullivan
How much do I need to save for retirement?
My child’s education?
How do I generate income once I am retired?
Will my family be taken care of if something happens to me?
Why leave Magnolia when we can answer these questions right here in The Village?
To schedule an initial consult, or for more information and to review our disclosures, please follow the link below.
Edward Jones Financial Advisor – Grant Warner
Edward Jones Financial Advisor – Matthew Charbonneau
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