Willis Financial Services

Stifel Nicolaus & Co Inc is a leading wealth management firm recognized for its commitment to employee advisor satisfaction, as evidenced by its top ranking from J.D. Power in 2024. The firm focuses on providing a seamless transition for financial advisors, offering a comprehensive suite of services and resources designed to support their growth and enhance client relationships. With a robust technology platform, nationally recognized research, and a range of investment products, Stifel empowers advisors to operate with both small firm service and big firm capabilities. The firm prides itself on fostering an entrepreneurial spirit, ensuring that advisors have the tools and support necessary to thrive in a competitive financial landscape. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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