WealthMark Financial Solutions, LLC
Financial Services - Montgomery, Alabama, United States
WealthMark Financial Solutions, LLC Employees
WealthMark Financial Solutions, LLC Details
Tony Edwards and Clay Edwards with WealthMark Financial Solutions, LLC provide quality financial strategies, and offer insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.WealthMark Financial Solutions, LLC6756 Taylor Circle, Montgomery, AL 36117334-279-1987Tony Edwards and Clay Edwards are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Tony Edwards and Clay Edwards are also Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. Tony Edwards is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services.Tony Edwards and Clay Edwards are not licensed in all jurisdictions. WealthMark Financial Solutions, LLC is not owned or operated by New York Life Insurance Company or its affiliates.Neither WealthMark Financial Solutions, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
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