David Burnett - Financial Advisor at Waddell & Reed

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

Trinity Wealth Planning Group is a financial planning firm based in Sierra Vista, AZ, specializing in helping individuals and families navigate their financial goals. With a focus on personalized strategies, the firm offers services such as investment management, retirement planning, and estate planning. Committed to providing comprehensive financial solutions, Trinity Wealth Planning Group aims to empower clients to make informed decisions about their financial future. By offering tailored advice and guidance, the firm strives to help clients achieve their long-term financial objectives. Generated from their business information