Edward Jones - Financial Advisor: Briana N Morris

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

Bob Smith - Scottsdale Financial Group CAP®, AEP®, ChFC®, CLU® Welcome to Scottsdale Financial Group. We protect families by focusing on your desires and objectives, creating customized wealth protection and preservation strategies that meet your unique family and/or business needs. Our services include estate planning, philanthropy, succession planning, special needs strategies and insurance services. Scottsdale Financial Group's sterling reputation comes from its expertise, attention to details and professionalism. We are proud of our excellent success in working with the valued advisors of our clients, including their CPA's, attorneys, player agents and bankers. We look forward to working with you.