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Newsletter

brown wooden board by Pro Church Media courtesy of Unsplash.
Jennifer Johnson | Jan 18, 2024

Happy, Happy Thanksgiving!

Finance
Financial Planning
Winston-Salem Finacial Advisors
Education
Thanksgiving
Check out our 2023 November Newsletter!
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jack o lantern on brown wooden table by Łukasz Nieścioruk courtesy of Unsplash.
Jennifer Johnson | Jan 18, 2024

Ghosts, Goblins, Vampires or Bad Markets: What Are We to Fear in October?

Finance
Financial Planning
Winston-Salem Finacial Advisors
Education
Halloween
Check out our October 2023 Newsletter!
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Location

Three Magnolias
Certified Financial Planners/Investment Advisors

(Primary)
110 Oakwood Dr., Ste 480
Winston-Salem, NC 27103

(Secondary)
232 Causeway Dr #2-A
Wrightsville Beach, NC
28480

Tel: 336.701.1600
Fax: 336.701.0554

 

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Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Three Magnolia Financial Advisors, a Registered Investment Advisor. Private Client Services and Three Magnolia Financial Advisors are unaffiliated entities.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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