Cardinal Pointe Financial Group-Ameriprise Financial Services, LLC

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Cardinal Pointe Financial Group, an Ameriprise Financial Services firm based in Tucson, AZ, is dedicated to helping clients achieve their financial goals through personalized, one-on-one financial advice. With a network of over 10,000 advisors, the firm emphasizes customized investment strategies and regular consultations to keep clients connected and in control of their financial future. Advisors at Cardinal Pointe Financial Group possess various specialized qualifications, including Accredited Asset Management Specialist and Accredited Wealth Management Advisor certifications, ensuring a comprehensive understanding of investment practices and client needs. The firm aims to build lasting relationships with clients, providing tailored recommendations and access to digital tools for ongoing investment management. Generated from the website

SJI Financial Services is a Tucson-based firm dedicated to helping clients achieve financial success. Our team of experienced professionals offers comprehensive financial planning and investment services tailored to individual needs. We provide a wide range of services including investment products, advisory services, estate planning, retirement accounts, insurance services, college financial planning, corporate benefits, and full-service brokerage. Whether you're planning for retirement, saving for your child's education, or seeking to optimize your portfolio, we offer personalized strategies to guide you towards your goals. Our commitment to client satisfaction ensures a customized financial plan that aligns with your unique aspirations.